+69.3%
IWD vs HAS
+50.4%
+18.9%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.2% | -0.2% |
| 7D | -0.5% | -0.2% | -0.3% | -0.4% |
| 30D | +2.7% | +31.0% | -28.4% | -3.8% |
| 3M | +0.9% | +30.7% | -29.8% | -5.4% |
| 6M | +10.5% | +23.9% | -13.4% | +4.5% |
| YTD | +23.7% | +48.3% | -24.6% | +11.3% |
| 1Y | +28.7% | +60.2% | -31.5% | +13.5% |
| 3Y | +79.7% | +189.2% | -109.5% | +32.6% |
| All | +69.3% | +50.4% | +18.9% | +53.4% |
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