+417.4%
WDC vs IWD
+30.5%
+386.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.7% | +6.5% | +7.4% |
| 7D | +1.7% | -0.3% | +2.0% | +2.2% |
| 30D | -10.0% | +0.6% | -10.5% | -11.9% |
| 3M | -18.8% | +7.2% | -26.0% | -33.3% |
| 6M | +79.0% | +16.2% | +62.8% | +18.2% |
| YTD | +171.6% | +23.3% | +148.2% | +62.1% |
| 1Y | +417.4% | +29.6% | +387.8% | +199.0% |
| All | +417.4% | +30.5% | +386.9% | +199.0% |
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