-22.9%
SPOT vs IWD
+30.5%
-53.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.5% | -2.9% |
| 7D | -0.9% | -0.3% | -0.7% | -0.8% |
| 30D | +12.5% | +0.6% | +11.9% | +12.4% |
| 3M | +9.9% | +7.2% | +2.7% | +7.8% |
| 6M | +1.6% | +16.2% | -14.6% | -4.1% |
| YTD | -6.6% | +23.3% | -29.9% | -12.3% |
| 1Y | -22.9% | +29.6% | -52.5% | -28.0% |
| All | -22.9% | +30.5% | -53.4% | -28.0% |
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