+77.7%
IWD vs FRSH
-72.0%
+149.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.9% | +4.1% | -0.3% |
| 7D | -0.2% | -10.1% | +9.9% | +0.9% |
| 30D | -0.8% | +2.2% | -3.0% | -1.1% |
| 3M | +8.0% | +28.6% | -20.6% | +4.9% |
| 6M | +18.2% | +40.2% | -22.0% | +13.3% |
| YTD | +22.3% | -1.2% | +23.6% | +21.4% |
| 1Y | +28.9% | -7.9% | +36.8% | +28.7% |
| 3Y | +71.5% | -44.7% | +116.3% | +77.5% |
| All | +77.7% | -72.0% | +149.8% | +76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded FRSH 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling