+29.6%
IWD vs WCC
+61.8%
-32.2%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.9% | -4.5% | -1.2% |
| 7D | -0.3% | +4.5% | -4.7% | -0.9% |
| 30D | +0.6% | -5.8% | +6.4% | +1.3% |
| 3M | +7.2% | -3.7% | +10.9% | +7.7% |
| 6M | +16.2% | +23.1% | -6.9% | +11.1% |
| YTD | +23.3% | +44.2% | -20.8% | +14.9% |
| 1Y | +29.6% | +62.1% | -32.5% | +19.1% |
| All | +29.6% | +61.8% | -32.2% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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