+844.5%
MSCI vs IWD
+203.0%
+641.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.8% |
| 7D | +2.7% | +2.3% | +0.4% | +0.2% |
| 30D | +17.4% | +3.6% | +13.8% | +13.3% |
| 3M | +14.8% | +2.2% | +12.7% | +12.4% |
| 6M | +16.1% | +13.0% | +3.2% | +1.9% |
| YTD | +16.0% | +26.5% | -10.5% | -10.1% |
| 1Y | +16.4% | +30.1% | -13.7% | -12.5% |
| 3Y | +35.3% | +84.9% | -49.5% | -31.1% |
| 5Y | +6.6% | +73.4% | -66.7% | -40.5% |
| All | +844.5% | +203.0% | +641.5% | +200.8% |
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 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