+43.2%
TER vs IWD
+33.0%
+10.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.6% | -9.4% | -13.3% |
| 7D | -19.9% | +2.5% | -22.4% | -25.4% |
| 30D | -43.5% | +6.0% | -49.5% | -52.3% |
| 3M | -37.8% | +3.8% | -41.5% | -44.9% |
| 6M | -25.6% | +16.3% | -41.9% | -55.8% |
| YTD | +29.8% | +27.5% | +2.4% | -39.8% |
| 1Y | +43.2% | +32.8% | +10.4% | -40.0% |
| All | +43.2% | +33.0% | +10.1% | -40.0% |
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 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