+6.5%
IYR vs IWD
+28.3%
-21.9%
-8.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.7% |
| 7D | -0.9% | -1.2% | +0.3% | -0.1% |
| 30D | -2.4% | -1.6% | -0.7% | -1.3% |
| 3M | -2.0% | +7.0% | -9.0% | -6.4% |
| 6M | +2.5% | +17.0% | -14.5% | -8.5% |
| YTD | +8.3% | +21.6% | -13.3% | -6.4% |
| 1Y | +6.5% | +28.0% | -21.5% | -12.0% |
| All | +6.5% | +28.3% | -21.9% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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