+745.6%
IWD vs GEN
+967.0%
-221.4%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.7% |
| 3M | +2.3% | +2.6% | -0.3% | +1.0% |
| 6M | +13.0% | +32.7% | -19.6% | +5.5% |
| YTD | +26.2% | +11.3% | +14.9% | +21.3% |
| 1Y | +30.5% | +17.9% | +12.5% | +23.9% |
| 3Y | +86.2% | +66.3% | +19.9% | +63.2% |
| 5Y | +72.9% | +31.7% | +41.2% | +56.2% |
| 10Y | +205.0% | +150.0% | +55.0% | +129.1% |
| All | +745.6% | +967.0% | -221.4% | +358.6% |
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