+3.7%
KMB vs IWD
+85.4%
-81.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.1% | -1.1% |
| 7D | +6.0% | +1.6% | +4.5% | +5.3% |
| 30D | +13.5% | +3.6% | +9.9% | +11.8% |
| 3M | +3.8% | +2.0% | +1.7% | +2.9% |
| 6M | +15.6% | +13.1% | +2.5% | +10.1% |
| YTD | +14.0% | +26.2% | -12.2% | +4.1% |
| 1Y | +12.9% | +29.6% | -16.6% | +2.1% |
| 3Y | +3.7% | +84.3% | -80.6% | -20.6% |
| All | +3.7% | +85.4% | -81.7% | -20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling