+126.8%
SU vs IWD
+84.7%
+42.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.7% |
| 7D | +0.3% | +1.7% | -1.4% | -0.7% |
| 30D | -7.9% | +3.2% | -11.1% | -9.9% |
| 3M | +9.2% | +2.3% | +6.9% | +7.4% |
| 6M | +5.5% | +12.9% | -7.5% | -3.7% |
| YTD | +59.5% | +26.2% | +33.2% | +32.1% |
| 1Y | +59.9% | +28.3% | +31.7% | +30.5% |
| All | +126.8% | +84.7% | +42.1% | +25.7% |
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