+84.9%
IWD vs TRGP
+274.3%
-189.4%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.2% |
| 7D | +2.3% | +12.4% | -10.1% | +0.3% |
| 30D | +3.6% | +2.6% | +1.0% | +2.9% |
| 3M | +2.2% | +11.9% | -9.7% | -0.3% |
| 6M | +13.0% | +13.9% | -1.0% | +9.4% |
| YTD | +26.5% | +64.2% | -37.7% | +12.1% |
| 1Y | +30.1% | +78.5% | -48.4% | +12.9% |
| 3Y | +84.9% | +272.9% | -188.0% | +34.1% |
| All | +84.9% | +274.3% | -189.4% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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