+200.5%
IWD vs TRMB
+113.5%
+87.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.8% | +0.2% |
| 7D | -1.2% | -2.9% | +1.7% | -0.2% |
| 30D | -1.6% | -1.8% | +0.1% | -1.2% |
| 3M | +7.0% | +8.4% | -1.4% | +3.7% |
| 6M | +17.0% | -18.5% | +35.5% | +24.1% |
| YTD | +21.6% | -26.7% | +48.4% | +33.3% |
| 1Y | +28.0% | -28.3% | +56.3% | +40.9% |
| 3Y | +70.6% | +12.6% | +58.0% | +56.7% |
| 5Y | +73.3% | -38.7% | +112.0% | +91.7% |
| 10Y | +200.5% | +120.8% | +79.7% | +103.9% |
| All | +200.5% | +113.5% | +87.0% | +103.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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