+73.2%
IWD vs TRI
+0.5%
+72.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +2.3% | -2.9% | +5.2% | +2.7% |
| 30D | +3.6% | +3.7% | -0.1% | +2.7% |
| 3M | +2.2% | +3.7% | -1.6% | +1.0% |
| 6M | +13.0% | +35.1% | -22.2% | +5.5% |
| YTD | +26.5% | -14.0% | +40.5% | +32.2% |
| 1Y | +30.1% | -19.0% | +49.1% | +38.7% |
| 3Y | +84.9% | -12.0% | +96.8% | +81.0% |
| All | +73.2% | +0.5% | +72.7% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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