+127.7%
WBD vs IWD
+28.3%
+99.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.4% |
| 7D | -1.7% | -1.2% | -0.5% | -0.9% |
| 30D | +3.9% | -1.6% | +5.5% | +5.0% |
| 3M | +5.1% | +7.0% | -1.9% | +0.1% |
| 6M | +0.6% | +17.0% | -16.4% | -10.4% |
| YTD | -3.2% | +21.6% | -24.8% | -18.5% |
| 1Y | +127.7% | +28.0% | +99.7% | +65.9% |
| All | +127.7% | +28.3% | +99.3% | +65.9% |
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