+719.8%
IWD vs PNR
+599.2%
+120.6%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | +0.2% |
| 7D | -0.2% | -3.0% | +2.9% | +1.0% |
| 30D | -0.8% | -14.9% | +14.1% | +5.4% |
| 3M | +8.0% | -19.0% | +27.1% | +15.9% |
| 6M | +18.2% | -35.9% | +54.1% | +38.2% |
| YTD | +22.3% | -43.1% | +65.5% | +49.2% |
| 1Y | +28.9% | -46.4% | +75.3% | +60.6% |
| 3Y | +71.5% | -10.8% | +82.4% | +71.5% |
| 5Y | +73.6% | -18.9% | +92.5% | +76.0% |
| 10Y | +194.7% | +64.4% | +130.3% | +117.2% |
| All | +719.8% | +599.2% | +120.6% | +229.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded PNR 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling