+70.1%
IWD vs UUUU
+96.1%
-26.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.6% |
| 7D | -1.2% | +1.8% | -3.0% | -1.3% |
| 30D | -1.6% | +1.8% | -3.5% | -1.8% |
| 3M | +7.0% | +1.3% | +5.8% | +6.7% |
| 6M | +17.0% | -26.8% | +43.7% | +17.8% |
| YTD | +21.6% | +0.1% | +21.6% | +20.2% |
| 1Y | +28.0% | +11.2% | +16.8% | +24.7% |
| All | +70.1% | +96.1% | -26.0% | +55.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling