+728.9%
IWD vs HAS
+1,306.5%
-577.5%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.3% |
| 3M | +0.9% | +30.7% | -29.8% | -7.0% |
| 6M | +10.5% | +23.9% | -13.4% | +3.0% |
| YTD | +23.7% | +48.3% | -24.6% | +8.7% |
| 1Y | +28.7% | +60.2% | -31.5% | +10.5% |
| 3Y | +79.7% | +189.2% | -109.5% | +26.0% |
| 5Y | +69.7% | +50.4% | +19.3% | +41.5% |
| 10Y | +211.4% | +104.2% | +107.2% | +119.8% |
| All | +728.9% | +1,306.5% | -577.5% | +222.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling