+112.5%
NET vs IWD
+73.6%
+38.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -0.6% |
| 7D | -7.0% | -0.3% | -6.7% | -6.4% |
| 30D | -4.8% | +0.6% | -5.4% | -5.8% |
| 3M | +3.8% | +7.2% | -3.4% | -9.6% |
| 6M | +50.0% | +16.2% | +33.8% | +10.0% |
| YTD | +41.5% | +23.3% | +18.1% | -8.5% |
| 1Y | +32.8% | +29.6% | +3.3% | -22.5% |
| 3Y | +335.9% | +70.5% | +265.4% | +34.3% |
| All | +112.5% | +73.6% | +38.8% | -30.0% |
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