+84.9%
IWD vs DAR
+33.7%
+51.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | +0.1% |
| 7D | +2.3% | +11.6% | -9.3% | +0.9% |
| 30D | +3.6% | -10.2% | +13.8% | +4.8% |
| 3M | +2.2% | -14.8% | +17.0% | +3.9% |
| 6M | +13.0% | -10.1% | +23.0% | +13.9% |
| YTD | +26.5% | +55.5% | -29.0% | +17.6% |
| 1Y | +30.1% | +61.7% | -31.5% | +20.2% |
| 3Y | +84.9% | +37.2% | +47.7% | +70.9% |
| All | +84.9% | +33.7% | +51.2% | +70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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