+202.5%
IWD vs SUI
+117.1%
+85.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.3% |
| 7D | +1.6% | +3.4% | -1.9% | +0.3% |
| 30D | +3.6% | +4.6% | -1.0% | +1.8% |
| 3M | +2.0% | +1.6% | +0.5% | +1.2% |
| 6M | +13.1% | -3.5% | +16.5% | +13.8% |
| YTD | +26.2% | -1.0% | +27.2% | +25.6% |
| 1Y | +29.6% | -1.7% | +31.3% | +29.3% |
| 3Y | +84.3% | +18.4% | +66.0% | +67.9% |
| 5Y | +73.4% | -26.3% | +99.8% | +87.3% |
| 10Y | +202.5% | +123.3% | +79.1% | +146.0% |
| All | +202.5% | +117.1% | +85.3% | +146.0% |
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