+205.0%
IWD vs GEN
+166.9%
+38.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +1.3% | -0.3% | +1.6% | +1.3% |
| 30D | +3.6% | +28.2% | -24.6% | -1.2% |
| 3M | +2.3% | +2.6% | -0.3% | +1.2% |
| 6M | +13.0% | +32.7% | -19.6% | +6.2% |
| YTD | +26.2% | +11.3% | +14.9% | +22.0% |
| 1Y | +30.5% | +17.9% | +12.5% | +24.6% |
| 3Y | +86.2% | +66.3% | +19.9% | +65.5% |
| 5Y | +72.9% | +31.7% | +41.2% | +57.7% |
| 10Y | +205.0% | +150.0% | +55.0% | +140.5% |
| All | +205.0% | +166.9% | +38.2% | +140.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling