+27.4%
IWD vs UUUU
+3.5%
+23.9%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.0% | +5.9% | +1.1% |
| 7D | -0.8% | -10.5% | +9.7% | -0.4% |
| 30D | -0.8% | -10.5% | +9.7% | -0.5% |
| 3M | +6.9% | -14.1% | +21.1% | +7.3% |
| 6M | +18.3% | -35.5% | +53.8% | +19.3% |
| YTD | +22.4% | -10.9% | +33.3% | +22.3% |
| 1Y | +27.4% | +3.4% | +24.1% | +28.8% |
| All | +27.4% | +3.5% | +23.9% | +28.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling