+1,210.8%
URI vs IWD
+205.2%
+1,005.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.7% | +3.4% |
| 7D | +2.4% | -0.6% | +3.0% | +3.7% |
| 30D | +8.9% | +3.6% | +5.3% | +2.7% |
| 3M | +0.8% | +2.7% | -1.9% | -3.6% |
| 6M | +23.1% | +13.2% | +9.9% | -0.2% |
| YTD | +43.1% | +26.8% | +16.3% | -3.7% |
| 1Y | +35.7% | +29.3% | +6.4% | -11.5% |
| 3Y | +158.2% | +85.1% | +73.1% | -5.2% |
| 5Y | +212.6% | +74.2% | +138.4% | +31.5% |
| 10Y | +1,210.8% | +204.6% | +1,006.2% | +128.4% |
| All | +1,210.8% | +205.2% | +1,005.5% | +128.4% |
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 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