+567.0%
WDC vs IWD
+72.9%
+494.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.2% | -5.4% |
| 7D | +12.1% | +2.3% | +9.8% | +8.3% |
| 30D | -18.8% | +3.6% | -22.4% | -22.9% |
| 3M | -39.3% | +2.2% | -41.5% | -41.4% |
| 6M | -40.1% | +13.0% | -53.1% | -51.1% |
| YTD | +71.8% | +26.5% | +45.3% | +19.3% |
| 1Y | +88.5% | +30.1% | +58.3% | +25.6% |
| 3Y | +770.0% | +84.9% | +685.1% | +245.9% |
| All | +567.0% | +72.9% | +494.1% | +199.7% |
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