+197.9%
WEC vs IWD
+203.0%
-5.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +2.3% | +2.3% | 0.0% | +1.0% |
| 30D | +11.1% | +3.6% | +7.5% | +8.9% |
| 3M | +8.4% | +2.2% | +6.3% | +7.1% |
| 6M | +7.5% | +13.0% | -5.5% | +0.2% |
| YTD | +15.3% | +26.5% | -11.2% | +0.6% |
| 1Y | +9.7% | +30.1% | -20.4% | -5.8% |
| 3Y | +64.7% | +84.9% | -20.2% | +14.2% |
| 5Y | +57.3% | +73.4% | -16.1% | +12.5% |
| All | +197.9% | +203.0% | -5.1% | +51.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling