-1.6%
TEAM vs IWD
+28.1%
-29.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.4% | -15.8% | -16.0% |
| 7D | -19.8% | -0.5% | -19.4% | -19.6% |
| 30D | -21.5% | +2.7% | -24.2% | -21.8% |
| 3M | +39.5% | +0.9% | +38.6% | +39.6% |
| 6M | +73.1% | +10.5% | +62.5% | +78.9% |
| YTD | -5.2% | +23.7% | -28.9% | -5.3% |
| 1Y | -1.6% | +28.7% | -30.3% | -6.2% |
| All | -1.6% | +28.1% | -29.7% | -6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling