+195.5%
IWD vs HRB
+207.5%
-12.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -2.3% | -12.2% | +9.8% | +0.3% |
| 30D | -1.8% | -3.0% | +1.2% | -1.6% |
| 3M | +8.0% | +21.7% | -13.7% | +2.7% |
| 6M | +17.0% | +52.3% | -35.3% | +4.5% |
| YTD | +21.3% | +6.5% | +14.8% | +17.5% |
| 1Y | +27.9% | -6.7% | +34.6% | +27.8% |
| 3Y | +70.1% | +25.1% | +44.9% | +54.3% |
| 5Y | +74.2% | +113.8% | -39.6% | +34.0% |
| All | +195.5% | +207.5% | -12.0% | +95.5% |
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