+74.9%
IWD vs HAS
+13.4%
+61.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | -0.3% | -1.8% | +1.5% | +0.2% |
| 30D | +0.6% | +2.3% | -1.7% | 0.0% |
| 3M | +7.2% | +10.4% | -3.1% | +4.5% |
| 6M | +16.2% | -3.2% | +19.4% | +16.4% |
| YTD | +23.3% | +15.4% | +7.9% | +17.9% |
| 1Y | +29.6% | +18.8% | +10.8% | +22.8% |
| 3Y | +70.5% | +43.9% | +26.5% | +51.5% |
| All | +74.9% | +13.4% | +61.5% | +72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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