+518.7%
TEAM vs IWD
+198.0%
+320.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.9% | -2.0% |
| 7D | -0.4% | -0.3% | -0.2% | -0.2% |
| 30D | +67.3% | +0.6% | +66.7% | +66.7% |
| 3M | +86.8% | +7.2% | +79.6% | +75.6% |
| 6M | +146.8% | +16.2% | +130.6% | +113.7% |
| YTD | +16.9% | +23.3% | -6.4% | -4.6% |
| 1Y | +12.8% | +29.6% | -16.8% | -12.2% |
| 3Y | -7.3% | +70.5% | -77.7% | -42.7% |
| 5Y | -50.7% | +73.5% | -124.2% | -69.1% |
| All | +518.7% | +198.0% | +320.7% | +155.8% |
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