+74.2%
IWD vs UUUU
+111.0%
-36.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.3% | +6.0% | +0.2% |
| 7D | -2.3% | -5.0% | +2.7% | -2.0% |
| 30D | -1.8% | -7.8% | +6.0% | -1.3% |
| 3M | +8.0% | -0.4% | +8.5% | +7.6% |
| 6M | +17.0% | -32.9% | +49.9% | +19.3% |
| YTD | +21.3% | -6.3% | +27.5% | +19.1% |
| 1Y | +27.9% | +7.9% | +20.0% | +22.1% |
| 3Y | +70.1% | +85.2% | -15.1% | +47.6% |
| 5Y | +74.2% | +97.0% | -22.8% | +45.6% |
| All | +74.2% | +111.0% | -36.8% | +45.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling