+17.5%
P vs IWD
+33.0%
-15.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.6% | -7.6% | -8.7% |
| 7D | -19.4% | +2.5% | -21.9% | -22.4% |
| 30D | -22.3% | +6.0% | -28.3% | -29.3% |
| 3M | +33.2% | +3.8% | +29.4% | +25.6% |
| 6M | +53.6% | +16.3% | +37.3% | +19.1% |
| YTD | +66.8% | +27.5% | +39.3% | +15.7% |
| 1Y | +17.5% | +32.8% | -15.3% | -20.2% |
| All | +17.5% | +33.0% | -15.5% | -20.2% |
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 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