+92.3%
MGY vs IWD
+72.1%
+20.2%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | +1.8% | -2.3% | +4.1% | +4.8% |
| 30D | +6.5% | -1.8% | +8.3% | +8.7% |
| 3M | +0.3% | +8.0% | -7.7% | -9.8% |
| 6M | -2.4% | +17.0% | -19.4% | -22.0% |
| YTD | +29.0% | +21.3% | +7.7% | -2.3% |
| 1Y | +17.0% | +27.9% | -10.9% | -17.8% |
| 3Y | +26.2% | +70.1% | -43.9% | -40.1% |
| 5Y | +92.3% | +74.2% | +18.2% | -8.7% |
| All | +92.3% | +72.1% | +20.2% | -8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling