+194.7%
IWD vs TECH
+178.6%
+16.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | -0.2% | +0.2% | -0.3% | -0.2% |
| 30D | -0.8% | +0.1% | -0.9% | -0.8% |
| 3M | +8.0% | +37.5% | -29.5% | -0.5% |
| 6M | +18.2% | +34.6% | -16.4% | +8.0% |
| YTD | +22.3% | +23.5% | -1.2% | +13.8% |
| 1Y | +28.9% | +34.4% | -5.5% | +16.5% |
| 3Y | +71.5% | +2.3% | +69.3% | +60.9% |
| 5Y | +73.6% | -41.7% | +115.3% | +87.4% |
| 10Y | +194.7% | +177.6% | +17.1% | +78.4% |
| All | +194.7% | +178.6% | +16.0% | +78.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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