+467.0%
TEAM vs IWD
+212.1%
+254.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | -1.1% |
| 7D | -17.2% | +1.3% | -18.5% | -18.2% |
| 30D | -25.1% | +3.6% | -28.7% | -27.5% |
| 3M | +3.9% | +2.3% | +1.6% | +1.8% |
| 6M | +69.1% | +13.0% | +56.1% | +51.2% |
| YTD | -4.5% | +26.2% | -30.6% | -23.6% |
| 1Y | -1.9% | +30.5% | -32.3% | -24.0% |
| 3Y | -9.3% | +86.2% | -95.5% | -48.2% |
| 5Y | -65.2% | +72.9% | -138.0% | -78.2% |
| 10Y | +467.0% | +205.0% | +262.0% | +137.0% |
| All | +467.0% | +212.1% | +254.9% | +137.0% |
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