+84.5%
IWD vs URA
+37.6%
+46.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.4% | 0.0% |
| 7D | +1.7% | +4.5% | -2.8% | +1.1% |
| 30D | +3.2% | -13.4% | +16.7% | +4.9% |
| 3M | +2.3% | -28.4% | +30.7% | +6.1% |
| 6M | +12.9% | -40.5% | +53.4% | +19.6% |
| YTD | +26.2% | -24.3% | +50.5% | +28.7% |
| 1Y | +28.3% | -28.8% | +57.1% | +31.5% |
| All | +84.5% | +37.6% | +46.8% | +66.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling