+200.5%
IWD vs SPXU
-99.5%
+300.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.2% |
| 7D | -1.2% | +1.3% | -2.4% | -0.8% |
| 30D | -1.6% | +5.1% | -6.8% | -0.1% |
| 3M | +7.0% | -9.1% | +16.1% | +4.6% |
| 6M | +17.0% | -29.6% | +46.5% | +6.9% |
| YTD | +21.6% | -27.7% | +49.3% | +12.5% |
| 1Y | +28.0% | -37.0% | +65.0% | +14.4% |
| 3Y | +70.6% | -80.2% | +150.7% | +16.4% |
| 5Y | +73.3% | -86.0% | +159.4% | +21.3% |
| 10Y | +200.5% | -99.5% | +300.0% | -4.7% |
| All | +200.5% | -99.5% | +300.0% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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