+21.7%
P vs IWD
+30.1%
-8.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.4% | +4.0% | +3.7% |
| 7D | -4.7% | -0.6% | -4.2% | -3.1% |
| 30D | -31.4% | +3.6% | -35.0% | -34.8% |
| 3M | -2.6% | +2.7% | -5.3% | -5.9% |
| 6M | +21.9% | +13.2% | +8.7% | -0.6% |
| YTD | +58.9% | +26.8% | +32.2% | +11.7% |
| 1Y | +21.7% | +29.3% | -7.5% | -15.5% |
| All | +21.7% | +30.1% | -8.3% | -15.5% |
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