+1,946.6%
TRV vs IWD
+749.4%
+1,197.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.8% | -0.8% |
| 7D | -2.4% | -0.6% | -1.8% | -1.9% |
| 30D | +7.5% | +3.6% | +3.9% | +3.9% |
| 3M | +6.7% | +2.7% | +4.1% | +4.0% |
| 6M | +35.5% | +13.2% | +22.3% | +19.7% |
| YTD | +39.3% | +26.8% | +12.5% | +9.9% |
| 1Y | +41.8% | +29.3% | +12.5% | +9.6% |
| 3Y | +147.3% | +85.1% | +62.2% | +33.8% |
| 5Y | +178.3% | +74.2% | +104.1% | +57.5% |
| 10Y | +348.3% | +204.6% | +143.8% | +47.4% |
| All | +1,946.6% | +749.4% | +1,197.2% | +131.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling