+233.8%
LOW vs IWD
+195.0%
+38.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | -0.6% | -1.2% | +0.6% | +0.7% |
| 30D | -9.3% | -1.6% | -7.6% | -7.6% |
| 3M | -8.1% | +7.0% | -15.1% | -14.5% |
| 6M | -19.8% | +17.0% | -36.7% | -32.1% |
| YTD | -16.4% | +21.6% | -38.0% | -32.2% |
| 1Y | -24.7% | +28.0% | -52.7% | -42.2% |
| 3Y | -8.8% | +70.6% | -79.4% | -48.7% |
| 5Y | +7.8% | +73.3% | -65.6% | -40.1% |
| 10Y | +233.8% | +200.5% | +33.3% | +5.8% |
| All | +233.8% | +195.0% | +38.8% | +5.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling