+73.1%
IWD vs XHB
+30.5%
+42.7%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.6% | -1.0% |
| 7D | -0.3% | -1.3% | +1.0% | +0.2% |
| 30D | +0.6% | -6.9% | +7.5% | +3.0% |
| 3M | +7.2% | -1.3% | +8.5% | +7.2% |
| 6M | +16.2% | -6.8% | +23.0% | +18.2% |
| YTD | +23.3% | +0.7% | +22.6% | +21.8% |
| 1Y | +29.6% | -11.2% | +40.8% | +33.7% |
| All | +73.1% | +30.5% | +42.7% | +50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 3y: compounded portfolio wealth divided by compounded XHB 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…
3y analysis · Full analysis span regression · 6 months rolling