+74.9%
IWD vs TECH
-42.5%
+117.4%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.7% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | +0.6% | +0.7% | -0.1% | +0.4% |
| 3M | +7.2% | +36.3% | -29.1% | +0.4% |
| 6M | +16.2% | +25.6% | -9.4% | +9.6% |
| YTD | +23.3% | +23.7% | -0.4% | +16.4% |
| 1Y | +29.6% | +37.6% | -8.1% | +18.6% |
| 3Y | +70.5% | -6.6% | +77.0% | +66.2% |
| All | +74.9% | -42.5% | +117.4% | +81.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling