+460.1%
TEAM vs IWD
+207.5%
+252.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.4% | -15.8% | -15.8% |
| 7D | -19.8% | -0.5% | -19.4% | -19.5% |
| 30D | -21.5% | +2.7% | -24.2% | -23.4% |
| 3M | +39.5% | +0.9% | +38.6% | +38.7% |
| 6M | +73.1% | +10.5% | +62.5% | +58.0% |
| YTD | -5.2% | +23.7% | -28.9% | -22.8% |
| 1Y | -1.6% | +28.7% | -30.3% | -22.8% |
| 3Y | -11.4% | +79.7% | -91.2% | -47.7% |
| 5Y | -65.1% | +69.7% | -134.8% | -77.8% |
| All | +460.1% | +207.5% | +252.6% | +148.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling