+726.5%
IWD vs GEN
+997.4%
-270.9%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.2% |
| 7D | -0.3% | -1.2% | +0.9% | 0.0% |
| 30D | +0.6% | +10.1% | -9.6% | -1.5% |
| 3M | +7.2% | +16.1% | -8.9% | +3.7% |
| 6M | +16.2% | +38.9% | -22.6% | +7.7% |
| YTD | +23.3% | +14.4% | +8.9% | +18.7% |
| 1Y | +29.6% | +5.9% | +23.7% | +26.6% |
| 3Y | +70.5% | +58.8% | +11.7% | +51.6% |
| 5Y | +73.5% | +24.7% | +48.8% | +59.5% |
| 10Y | +198.3% | +163.1% | +35.2% | +123.0% |
| All | +726.5% | +997.4% | -270.9% | +348.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling