+452.0%
TEAM vs IWD
+202.4%
+249.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.3% |
| 7D | -16.9% | +1.7% | -18.6% | -18.1% |
| 30D | -26.8% | +3.2% | -30.0% | -28.9% |
| 3M | -1.9% | +2.3% | -4.2% | -3.8% |
| 6M | +79.2% | +12.9% | +66.2% | +60.4% |
| YTD | -6.1% | +26.2% | -32.3% | -25.0% |
| 1Y | -2.1% | +28.3% | -30.3% | -22.9% |
| 3Y | -13.6% | +84.4% | -98.0% | -50.2% |
| 5Y | -65.8% | +73.0% | -138.8% | -78.7% |
| All | +452.0% | +202.4% | +249.6% | +129.3% |
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 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