+113.2%
WDC vs IWD
+33.0%
+80.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.6% | -9.4% | -12.3% |
| 7D | -18.3% | +2.5% | -20.9% | -23.0% |
| 30D | -26.7% | +6.0% | -32.6% | -36.2% |
| 3M | -40.9% | +3.8% | -44.7% | -46.5% |
| 6M | -26.8% | +16.3% | -43.1% | -53.8% |
| YTD | +88.2% | +27.5% | +60.7% | -9.2% |
| 1Y | +113.2% | +32.8% | +80.4% | -5.8% |
| All | +113.2% | +33.0% | +80.1% | -5.8% |
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