+84.3%
IWD vs SPXU
-80.7%
+165.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | +0.3% |
| 7D | +1.6% | +0.5% | +1.1% | +2.1% |
| 30D | +3.6% | +10.9% | -7.3% | +6.7% |
| 3M | +2.0% | +9.6% | -7.6% | +5.0% |
| 6M | +13.1% | -4.7% | +17.7% | +13.1% |
| YTD | +26.2% | -24.6% | +50.8% | +20.2% |
| 1Y | +29.6% | -24.7% | +54.3% | +23.7% |
| 3Y | +84.3% | -80.0% | +164.4% | +32.3% |
| All | +84.3% | -80.7% | +165.0% | +32.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling