+27.1%
SW vs IWD
+29.3%
-2.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.6% | +1.1% | +3.9% |
| 7D | +4.7% | -0.9% | +5.6% | +6.3% |
| 30D | +5.0% | +2.6% | +2.4% | -1.2% |
| 3M | -7.3% | +1.2% | -8.6% | -10.1% |
| 6M | +15.0% | +12.1% | +2.9% | -9.9% |
| YTD | +18.5% | +24.1% | -5.6% | -23.9% |
| 1Y | +27.1% | +28.5% | -1.4% | -23.3% |
| All | +27.1% | +29.3% | -2.1% | -23.3% |
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