+58.8%
IWD vs AHR
+360.2%
-301.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | -2.3% | -3.0% | +0.7% | -1.9% |
| 30D | -1.8% | +2.6% | -4.4% | -2.2% |
| 3M | +8.0% | +16.0% | -8.0% | +5.2% |
| 6M | +17.0% | +3.1% | +13.9% | +16.1% |
| YTD | +21.3% | +16.0% | +5.2% | +17.7% |
| 1Y | +27.9% | +28.0% | 0.0% | +21.4% |
| All | +58.8% | +360.2% | -301.3% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling