+200.5%
IWD vs RGEN
+402.3%
-201.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.3% |
| 7D | -1.2% | -4.6% | +3.4% | -0.5% |
| 30D | -1.6% | +1.2% | -2.8% | -1.9% |
| 3M | +7.0% | +26.8% | -19.8% | +2.9% |
| 6M | +17.0% | +29.1% | -12.1% | +11.6% |
| YTD | +21.6% | +0.7% | +20.9% | +20.3% |
| 1Y | +28.0% | +39.1% | -11.1% | +20.1% |
| 3Y | +70.6% | +2.2% | +68.3% | +62.1% |
| 5Y | +73.3% | -44.0% | +117.3% | +73.6% |
| 10Y | +200.5% | +412.7% | -212.2% | +102.3% |
| All | +200.5% | +402.3% | -201.8% | +102.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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