+9,345.1%
WDC vs IWD
+728.9%
+8,616.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.0% |
| 7D | -28.0% | -0.5% | -27.5% | -27.3% |
| 30D | -34.9% | +2.7% | -37.6% | -37.0% |
| 3M | -41.6% | +0.9% | -42.4% | -42.4% |
| 6M | -45.4% | +10.5% | -55.9% | -52.3% |
| YTD | +53.3% | +23.7% | +29.6% | +17.1% |
| 1Y | +61.5% | +28.7% | +32.8% | +17.3% |
| 3Y | +712.3% | +79.7% | +632.6% | +285.6% |
| 5Y | +524.2% | +69.7% | +454.5% | +228.6% |
| 10Y | +616.5% | +211.4% | +405.1% | +87.0% |
| All | +9,345.1% | +728.9% | +8,616.2% | +709.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling