-3.2%
TEAM vs IWD
+30.1%
-33.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.1% | +2.4% |
| 7D | -19.7% | -0.6% | -19.2% | -19.7% |
| 30D | -26.6% | +3.6% | -30.2% | -27.2% |
| 3M | -1.1% | +2.7% | -3.7% | -1.8% |
| 6M | +74.6% | +13.2% | +61.4% | +79.1% |
| YTD | -6.0% | +26.8% | -32.7% | -6.5% |
| 1Y | -3.2% | +29.3% | -32.5% | -5.8% |
| All | -3.2% | +30.1% | -33.3% | -5.8% |
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 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