+199.9%
TER vs IWD
+30.5%
+169.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +7.4% |
| 7D | +0.6% | -0.3% | +0.9% | +1.2% |
| 30D | -8.3% | +0.6% | -8.9% | -10.7% |
| 3M | -12.2% | +7.2% | -19.4% | -30.7% |
| 6M | +17.1% | +16.2% | +0.9% | -26.9% |
| YTD | +84.7% | +23.3% | +61.3% | +2.5% |
| 1Y | +199.9% | +29.6% | +170.4% | +56.4% |
| All | +199.9% | +30.5% | +169.5% | +56.4% |
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