+528.7%
WDC vs IWD
+68.9%
+459.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -0.9% |
| 7D | -28.0% | -0.5% | -27.5% | -27.2% |
| 30D | -34.9% | +2.7% | -37.6% | -37.4% |
| 3M | -41.6% | +0.9% | -42.4% | -42.6% |
| 6M | -45.4% | +10.5% | -55.9% | -53.8% |
| YTD | +53.3% | +23.7% | +29.6% | +10.1% |
| 1Y | +61.5% | +28.7% | +32.8% | +9.5% |
| 3Y | +712.3% | +79.7% | +632.6% | +237.0% |
| All | +528.7% | +68.9% | +459.8% | +192.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling