+20.1%
W vs IWD
+30.5%
-10.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +4.3% |
| 7D | -4.2% | -0.3% | -3.9% | -3.5% |
| 30D | -7.6% | +0.6% | -8.2% | -8.9% |
| 3M | +37.2% | +7.2% | +29.9% | +17.4% |
| 6M | +26.3% | +16.2% | +10.1% | -10.1% |
| YTD | -1.0% | +23.3% | -24.3% | -36.0% |
| 1Y | +20.1% | +29.6% | -9.5% | -30.1% |
| All | +20.1% | +30.5% | -10.4% | -30.1% |
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