+67.2%
SU vs IWD
+28.9%
+38.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.1% |
| 7D | +2.2% | -0.8% | +3.0% | +2.2% |
| 30D | +8.4% | -0.8% | +9.3% | +8.4% |
| 3M | +12.1% | +6.9% | +5.2% | +11.8% |
| 6M | +19.7% | +18.3% | +1.4% | +18.3% |
| YTD | +58.4% | +22.4% | +36.1% | +53.3% |
| 1Y | +67.2% | +27.4% | +39.8% | +59.1% |
| All | +67.2% | +28.9% | +38.3% | +59.1% |
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