+13.6%
WFC vs IWD
+28.8%
-15.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -1.3% |
| 7D | +1.1% | -0.2% | +1.2% | +1.2% |
| 30D | +0.8% | -0.8% | +1.6% | +1.7% |
| 3M | +9.3% | +8.0% | +1.2% | +0.1% |
| 6M | +10.6% | +18.2% | -7.6% | -10.1% |
| YTD | -4.1% | +22.3% | -26.4% | -25.4% |
| 1Y | +13.6% | +28.9% | -15.3% | -17.2% |
| All | +13.6% | +28.8% | -15.2% | -17.2% |
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