+29.6%
IWD vs IRE
-98.1%
+127.7%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -15.8% | +15.8% | +0.2% |
| 7D | +1.6% | -41.9% | +43.5% | +2.0% |
| 30D | +3.6% | -75.1% | +78.7% | +5.0% |
| 3M | +2.0% | -82.4% | +84.4% | +3.7% |
| 6M | +13.1% | -95.5% | +108.6% | +16.7% |
| YTD | +26.2% | -93.1% | +119.2% | +27.0% |
| 1Y | +29.6% | -97.8% | +127.4% | +31.9% |
| All | +29.6% | -98.1% | +127.7% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 1y: compounded portfolio wealth divided by compounded IRE 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…
1y analysis · Full analysis span regression · 6 months rolling