+745.7%
IWD vs WCC
+3,323.2%
-2,577.6%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +1.6% | -9.9% | +11.5% | +3.7% |
| 30D | +3.6% | -13.4% | +17.0% | +6.5% |
| 3M | +2.0% | -13.5% | +15.5% | +4.5% |
| 6M | +13.1% | -10.6% | +23.7% | +14.1% |
| YTD | +26.2% | +30.1% | -3.9% | +15.6% |
| 1Y | +29.6% | +22.3% | +7.2% | +20.2% |
| 3Y | +84.3% | +130.3% | -46.0% | +40.5% |
| 5Y | +73.4% | +144.5% | -71.1% | +25.2% |
| 10Y | +202.4% | +431.8% | -229.4% | +64.9% |
| All | +745.7% | +3,323.2% | -2,577.6% | +189.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling