+34.1%
MSCI vs IWD
+78.7%
-44.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.0% |
| 7D | +2.8% | -0.5% | +3.3% | +3.3% |
| 30D | +15.4% | +2.7% | +12.8% | +13.1% |
| 3M | +13.4% | +0.9% | +12.5% | +12.8% |
| 6M | +10.9% | +10.5% | +0.4% | +2.0% |
| YTD | +13.0% | +23.7% | -10.7% | -6.2% |
| 1Y | +12.0% | +28.7% | -16.7% | -10.4% |
| 3Y | +34.1% | +79.7% | -45.6% | -21.2% |
| All | +34.1% | +78.7% | -44.6% | -21.2% |
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