+194.7%
IWD vs GEN
+150.2%
+44.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.7% | +1.9% | -0.3% |
| 7D | -0.2% | -0.7% | +0.5% | 0.0% |
| 30D | -0.8% | +2.6% | -3.4% | -1.4% |
| 3M | +8.0% | +15.8% | -7.7% | +4.8% |
| 6M | +18.2% | +33.1% | -15.0% | +11.1% |
| YTD | +22.3% | +11.3% | +11.0% | +18.9% |
| 1Y | +28.9% | +1.7% | +27.2% | +27.4% |
| 3Y | +71.5% | +58.1% | +13.4% | +54.4% |
| 5Y | +73.6% | +20.6% | +53.0% | +61.4% |
| 10Y | +194.7% | +149.0% | +45.7% | +130.1% |
| All | +194.7% | +150.2% | +44.5% | +130.1% |
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