+73.0%
IWD vs HAS
+49.5%
+23.4%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | +0.1% |
| 7D | +1.7% | +1.6% | +0.1% | +1.3% |
| 30D | +3.2% | +26.6% | -23.4% | -2.4% |
| 3M | +2.3% | +29.0% | -26.7% | -3.8% |
| 6M | +12.9% | +30.6% | -17.6% | +5.5% |
| YTD | +26.2% | +51.5% | -25.3% | +13.0% |
| 1Y | +28.3% | +58.5% | -30.2% | +13.5% |
| 3Y | +84.4% | +214.1% | -129.7% | +33.1% |
| 5Y | +73.0% | +50.2% | +22.7% | +57.2% |
| All | +73.0% | +49.5% | +23.4% | +57.2% |
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