+79.9%
AAPL vs IWD
+71.7%
+8.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.4% |
| 7D | -2.7% | -0.2% | -2.6% | -2.6% |
| 30D | +1.0% | -0.8% | +1.8% | +1.8% |
| 3M | +5.0% | +8.0% | -3.1% | -2.8% |
| 6M | +23.0% | +18.2% | +4.9% | +3.9% |
| YTD | +16.6% | +22.3% | -5.7% | -4.9% |
| 1Y | +33.4% | +28.9% | +4.5% | +2.9% |
| 3Y | +79.9% | +71.5% | +8.3% | +12.5% |
| All | +79.9% | +71.7% | +8.2% | +12.5% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling