+69.3%
IWD vs GEN
+32.5%
+36.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.3% | +0.1% |
| 7D | -0.5% | +2.3% | -2.7% | -0.9% |
| 30D | +2.7% | +33.1% | -30.4% | -3.1% |
| 3M | +0.9% | +6.5% | -5.6% | -0.9% |
| 6M | +10.5% | +53.8% | -43.2% | -0.5% |
| YTD | +23.7% | +11.2% | +12.5% | +19.7% |
| 1Y | +28.7% | +19.4% | +9.3% | +22.4% |
| 3Y | +79.7% | +81.0% | -1.3% | +53.6% |
| All | +69.3% | +32.5% | +36.8% | +51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling