+622.3%
MSCI vs IWD
+197.9%
+424.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.4% |
| 7D | +0.4% | -0.3% | +0.7% | +0.7% |
| 30D | +0.6% | +0.6% | 0.0% | -0.1% |
| 3M | -7.1% | +7.2% | -14.3% | -13.9% |
| 6M | +0.8% | +16.2% | -15.4% | -14.5% |
| YTD | +1.0% | +23.3% | -22.3% | -19.7% |
| 1Y | +4.3% | +29.6% | -25.3% | -21.5% |
| 3Y | +9.9% | +70.5% | -60.5% | -38.9% |
| 5Y | -6.8% | +73.5% | -80.2% | -47.9% |
| All | +622.3% | +197.9% | +424.4% | +128.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling