+196.3%
IWD vs BEN
+58.8%
+137.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +1.0% | 0.0% |
| 7D | -1.2% | +3.4% | -4.5% | -2.4% |
| 30D | -1.6% | +1.8% | -3.4% | -2.4% |
| 3M | +7.0% | +8.4% | -1.4% | +3.5% |
| 6M | +17.0% | +35.6% | -18.7% | +3.5% |
| YTD | +21.6% | +46.4% | -24.7% | +4.3% |
| 1Y | +28.0% | +46.3% | -18.3% | +9.5% |
| 3Y | +70.6% | +54.6% | +15.9% | +38.6% |
| 5Y | +73.3% | +39.4% | +34.0% | +42.1% |
| All | +196.3% | +58.8% | +137.5% | +109.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling