+194.7%
IWD vs URA
+371.9%
-177.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.1% | -3.9% | -1.5% |
| 7D | -0.2% | +8.1% | -8.3% | -1.8% |
| 30D | -0.8% | +5.8% | -6.6% | -2.2% |
| 3M | +8.0% | +3.4% | +4.6% | +6.6% |
| 6M | +18.2% | -2.6% | +20.8% | +17.3% |
| YTD | +22.3% | +11.2% | +11.2% | +16.8% |
| 1Y | +28.9% | +19.8% | +9.0% | +19.3% |
| 3Y | +71.5% | +121.5% | -49.9% | +30.8% |
| 5Y | +73.6% | +134.5% | -60.9% | +23.9% |
| 10Y | +194.7% | +376.7% | -182.0% | +51.7% |
| All | +194.7% | +371.9% | -177.2% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded URA 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling