+1,218.8%
URI vs IWD
+212.1%
+1,006.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.0% | +4.9% | +3.5% |
| 7D | -4.0% | +1.3% | -5.3% | -6.1% |
| 30D | +6.8% | +3.6% | +3.2% | +0.7% |
| 3M | -2.8% | +2.3% | -5.1% | -6.6% |
| 6M | +20.9% | +13.0% | +7.8% | -1.8% |
| YTD | +40.2% | +26.2% | +14.1% | -4.9% |
| 1Y | +34.1% | +30.5% | +3.6% | -13.9% |
| 3Y | +164.1% | +86.2% | +77.9% | -3.9% |
| 5Y | +199.3% | +72.9% | +126.5% | +27.5% |
| 10Y | +1,218.8% | +205.0% | +1,013.8% | +138.7% |
| All | +1,218.8% | +212.1% | +1,006.8% | +138.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling