+27.9%
IWD vs WY
-9.3%
+37.2%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | +0.2% |
| 7D | -2.3% | -3.7% | +1.3% | -1.7% |
| 30D | -1.8% | -11.3% | +9.5% | +0.3% |
| 3M | +8.0% | -8.1% | +16.2% | +9.5% |
| 6M | +17.0% | -7.4% | +24.4% | +18.2% |
| YTD | +21.3% | -4.7% | +26.0% | +21.5% |
| 1Y | +27.9% | -9.2% | +37.1% | +29.7% |
| All | +27.9% | -9.3% | +37.2% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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