+199.0%
IWD vs SUI
+118.5%
+80.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | +0.2% |
| 7D | -0.5% | +6.2% | -6.7% | -2.6% |
| 30D | +2.7% | +8.6% | -5.9% | -0.5% |
| 3M | +0.9% | +1.0% | -0.1% | +0.2% |
| 6M | +10.5% | -2.6% | +13.1% | +10.9% |
| YTD | +23.7% | -0.1% | +23.8% | +22.8% |
| 1Y | +28.7% | +0.5% | +28.3% | +27.4% |
| 3Y | +79.7% | +15.3% | +64.5% | +65.5% |
| 5Y | +69.7% | -26.1% | +95.8% | +83.1% |
| All | +199.0% | +118.5% | +80.6% | +146.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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