+69.5%
PR vs IWD
+30.5%
+39.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.7% |
| 7D | +2.9% | -0.3% | +3.2% | +2.9% |
| 30D | +18.0% | +0.6% | +17.5% | +18.0% |
| 3M | +16.9% | +7.2% | +9.6% | +16.7% |
| 6M | +28.2% | +16.2% | +12.0% | +27.6% |
| YTD | +69.3% | +23.3% | +46.0% | +61.8% |
| 1Y | +69.5% | +29.6% | +39.9% | +57.6% |
| All | +69.5% | +30.5% | +39.0% | +57.6% |
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