+32.8%
IWD vs GEN
+20.2%
+12.6%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.0% | -1.4% | +2.3% |
| 7D | +2.5% | +26.9% | -24.3% | +0.8% |
| 30D | +6.0% | +38.6% | -32.7% | +3.4% |
| 3M | +3.8% | +9.7% | -6.0% | +3.0% |
| 6M | +16.3% | +58.9% | -42.6% | +11.5% |
| YTD | +27.5% | +15.3% | +12.1% | +28.7% |
| 1Y | +32.8% | +21.8% | +11.0% | +31.7% |
| All | +32.8% | +20.2% | +12.6% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling