+383.1%
IWD vs UUUU
-91.9%
+475.0%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.9% | -0.9% |
| 7D | -0.2% | +2.8% | -3.0% | -0.3% |
| 30D | -0.8% | +3.4% | -4.2% | -1.1% |
| 3M | +8.0% | -3.9% | +11.9% | +7.9% |
| 6M | +18.2% | -23.2% | +41.4% | +19.1% |
| YTD | +22.3% | +0.6% | +21.8% | +20.5% |
| 1Y | +28.9% | +22.9% | +6.0% | +24.3% |
| 3Y | +71.5% | +98.6% | -27.1% | +57.1% |
| 5Y | +73.6% | +130.2% | -56.6% | +54.0% |
| 10Y | +194.7% | +519.5% | -324.8% | +133.1% |
| All | +383.1% | -91.9% | +475.0% | +283.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded UUUU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling