+2.2%
TEAM vs IWD
+28.8%
-26.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.8% | -6.1% | -6.6% |
| 7D | -5.7% | -0.2% | -5.5% | -5.5% |
| 30D | +18.3% | -0.8% | +19.1% | +18.7% |
| 3M | +80.2% | +8.0% | +72.2% | +81.2% |
| 6M | +111.0% | +18.2% | +92.8% | +106.3% |
| YTD | +8.8% | +22.3% | -13.5% | +1.4% |
| 1Y | +2.2% | +28.9% | -26.7% | -13.3% |
| All | +2.2% | +28.8% | -26.6% | -13.3% |
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 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