+270.4%
RCL vs IWD
+85.4%
+185.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.8% | +0.8% |
| 7D | +8.5% | +1.6% | +6.9% | +5.6% |
| 30D | +20.4% | +3.6% | +16.8% | +13.2% |
| 3M | +11.0% | +2.0% | +8.9% | +7.2% |
| 6M | +24.9% | +13.1% | +11.8% | +0.5% |
| YTD | +23.9% | +26.2% | -2.3% | -17.4% |
| 1Y | +30.8% | +29.6% | +1.3% | -16.4% |
| 3Y | +270.4% | +84.3% | +186.1% | +54.2% |
| All | +270.4% | +85.4% | +185.0% | +54.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling