+69.3%
IWD vs BEN
+19.4%
+49.9%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.7% | -5.1% | -1.9% |
| 7D | -0.5% | +6.6% | -7.1% | -2.6% |
| 30D | +2.7% | +3.8% | -1.2% | +1.2% |
| 3M | +0.9% | +0.2% | +0.7% | +0.6% |
| 6M | +10.5% | +10.4% | +0.1% | +6.3% |
| YTD | +23.7% | +46.2% | -22.5% | +7.4% |
| 1Y | +28.7% | +52.3% | -23.5% | +10.0% |
| 3Y | +79.7% | +65.9% | +13.8% | +44.2% |
| All | +69.3% | +19.4% | +49.9% | +49.4% |
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