+73.6%
IWD vs BEN
+42.4%
+31.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | -0.2% | +4.7% | -4.8% | -1.7% |
| 30D | -0.8% | +2.6% | -3.4% | -1.7% |
| 3M | +8.0% | +11.5% | -3.5% | +4.0% |
| 6M | +18.2% | +35.3% | -17.1% | +6.3% |
| YTD | +22.3% | +48.6% | -26.3% | +6.4% |
| 1Y | +28.9% | +46.7% | -17.8% | +12.3% |
| 3Y | +71.5% | +57.0% | +14.5% | +42.1% |
| 5Y | +73.6% | +41.8% | +31.8% | +43.0% |
| All | +73.6% | +42.4% | +31.2% | +43.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling