+28.3%
IWD vs WCC
+27.1%
+1.1%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.7% | +14.2% | -12.5% | 0.0% |
| 30D | +3.2% | -9.8% | +13.1% | +4.2% |
| 3M | +2.3% | -10.1% | +12.4% | +3.1% |
| 6M | +12.9% | -9.4% | +22.3% | +13.6% |
| YTD | +26.2% | +34.4% | -8.2% | +14.8% |
| 1Y | +28.3% | +23.3% | +5.0% | +18.9% |
| All | +28.3% | +27.1% | +1.1% | +18.9% |
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