+2,026.9%
WM vs IWD
+754.2%
+1,272.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | -0.2% |
| 7D | +5.9% | +2.5% | +3.4% | +4.1% |
| 30D | +15.4% | +6.0% | +9.4% | +10.9% |
| 3M | +6.3% | +3.8% | +2.6% | +3.7% |
| 6M | +5.6% | +16.3% | -10.7% | -5.1% |
| YTD | +9.9% | +27.5% | -17.5% | -7.5% |
| 1Y | +20.8% | +32.8% | -12.0% | -1.3% |
| 3Y | +48.5% | +84.3% | -35.8% | -4.5% |
| 5Y | +60.6% | +75.7% | -15.1% | +5.6% |
| 10Y | +349.8% | +220.9% | +128.9% | +89.7% |
| All | +2,026.9% | +754.2% | +1,272.7% | +316.7% |
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 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