+201.7%
IWD vs HRB
+221.6%
-19.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.5% |
| 7D | +2.3% | -5.1% | +7.4% | +3.4% |
| 30D | +3.6% | +8.7% | -5.1% | +1.6% |
| 3M | +2.2% | -5.4% | +7.5% | +2.9% |
| 6M | +13.0% | +41.6% | -28.6% | +3.5% |
| YTD | +26.5% | +18.7% | +7.9% | +19.5% |
| 1Y | +30.1% | +16.4% | +13.7% | +23.4% |
| 3Y | +84.9% | +22.0% | +62.9% | +69.6% |
| 5Y | +73.4% | +141.2% | -67.9% | +29.6% |
| All | +201.7% | +221.6% | -19.9% | +98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling