+19.2%
U vs IWD
+29.9%
-10.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -1.8% |
| 7D | +32.3% | +1.3% | +31.1% | +29.3% |
| 30D | +9.7% | +3.6% | +6.1% | +4.3% |
| 3M | +19.6% | +2.3% | +17.3% | +15.4% |
| 6M | +82.6% | +13.0% | +69.6% | +57.5% |
| YTD | +16.4% | +26.2% | -9.7% | -12.5% |
| All | +19.2% | +29.9% | -10.7% | -12.8% |
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