+13.1%
KMB vs IWD
+28.1%
-15.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.5% | -1.6% |
| 7D | +0.5% | -0.5% | +0.9% | +0.5% |
| 30D | +12.4% | +2.7% | +9.7% | +10.8% |
| 3M | +1.0% | +0.9% | +0.1% | +0.5% |
| 6M | +12.1% | +10.5% | +1.6% | +7.7% |
| YTD | +11.6% | +23.7% | -12.1% | +3.2% |
| 1Y | +13.1% | +28.7% | -15.6% | +2.9% |
| All | +13.1% | +28.1% | -15.0% | +2.9% |
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