+3.1%
WEC vs IWD
+28.8%
-25.7%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.2% |
| 7D | +0.8% | -0.2% | +1.0% | +0.8% |
| 30D | +0.3% | -0.8% | +1.1% | +0.5% |
| 3M | -2.9% | +8.0% | -11.0% | -4.5% |
| 6M | -5.9% | +18.2% | -24.1% | -9.2% |
| YTD | +4.1% | +22.3% | -18.2% | -0.4% |
| 1Y | +3.1% | +28.9% | -25.8% | -2.3% |
| All | +3.1% | +28.8% | -25.7% | -2.3% |
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