+441.0%
TEAM vs IWD
+203.8%
+237.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.1% |
| 7D | -22.2% | +1.6% | -23.8% | -23.3% |
| 30D | -28.1% | +3.6% | -31.7% | -30.5% |
| 3M | -2.2% | +2.0% | -4.2% | -3.9% |
| 6M | +62.2% | +13.1% | +49.2% | +45.1% |
| YTD | -8.4% | +26.2% | -34.5% | -26.8% |
| 1Y | -6.6% | +29.6% | -36.2% | -27.2% |
| 3Y | -15.7% | +84.3% | -100.0% | -51.4% |
| 5Y | -65.7% | +73.4% | -139.2% | -78.6% |
| 10Y | +441.0% | +202.4% | +238.5% | +127.9% |
| All | +441.0% | +203.8% | +237.2% | +127.9% |
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