+12.8%
TEAM vs IWD
+30.5%
-17.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.9% | -2.4% |
| 7D | -0.4% | -0.3% | -0.2% | -0.4% |
| 30D | +67.3% | +0.6% | +66.7% | +67.1% |
| 3M | +86.8% | +7.2% | +79.6% | +87.0% |
| 6M | +146.8% | +16.2% | +130.6% | +143.4% |
| YTD | +16.9% | +23.3% | -6.4% | +9.0% |
| 1Y | +12.8% | +29.6% | -16.8% | -3.1% |
| All | +12.8% | +30.5% | -17.7% | -3.1% |
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