+226.4%
MU vs IWD
+28.5%
+197.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -0.6% |
| 7D | +21.6% | +1.7% | +20.0% | +16.9% |
| 30D | -16.2% | +3.2% | -19.4% | -22.0% |
| 3M | -12.4% | +2.3% | -14.7% | -17.1% |
| 6M | +4.2% | +12.9% | -8.8% | -26.4% |
| YTD | +180.0% | +26.2% | +153.7% | +47.6% |
| 1Y | +226.4% | +28.3% | +198.1% | +66.8% |
| All | +226.4% | +28.5% | +197.9% | +66.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling