+3.9%
P vs IWD
+28.1%
-24.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +4.1% |
| 7D | -23.8% | -0.5% | -23.3% | -22.5% |
| 30D | -36.6% | +2.7% | -39.3% | -38.7% |
| 3M | +10.9% | +0.9% | +10.0% | +10.4% |
| 6M | +30.0% | +10.5% | +19.4% | +10.9% |
| YTD | +44.4% | +23.7% | +20.7% | +7.4% |
| 1Y | +3.9% | +28.7% | -24.8% | -23.1% |
| All | +3.9% | +28.1% | -24.2% | -23.1% |
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