+30.5%
IWD vs SOLS
+25.7%
+4.8%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | +2.3% | +14.0% | -11.7% | +1.4% |
| 30D | +3.6% | +10.0% | -6.4% | +2.8% |
| 3M | +2.2% | +5.8% | -3.7% | +1.6% |
| 6M | +13.0% | -25.2% | +38.1% | +15.1% |
| YTD | +26.5% | +36.5% | -10.0% | +23.4% |
| 1Y | +30.1% | +45.0% | -14.9% | +26.3% |
| All | +30.5% | +25.7% | +4.8% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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