+201.7%
IWD vs BEN
+58.7%
+143.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | +2.3% | +6.8% | -4.5% | -0.3% |
| 30D | +3.6% | +18.0% | -14.4% | -2.8% |
| 3M | +2.2% | +7.5% | -5.3% | -0.9% |
| 6M | +13.0% | +14.7% | -1.7% | +6.6% |
| YTD | +26.5% | +56.1% | -29.6% | +5.5% |
| 1Y | +30.1% | +69.6% | -39.4% | +5.0% |
| 3Y | +84.9% | +87.7% | -2.8% | +38.6% |
| 5Y | +73.4% | +28.6% | +44.7% | +47.6% |
| All | +201.7% | +58.7% | +143.0% | +109.3% |
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