+52,909.9%
AAPL vs IWD
+728.9%
+52,180.9%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.2% |
| 7D | -0.7% | -0.5% | -0.2% | -0.2% |
| 30D | +1.7% | +2.7% | -1.0% | -0.8% |
| 3M | +9.7% | +0.9% | +8.8% | +8.8% |
| 6M | +19.3% | +10.5% | +8.7% | +8.3% |
| YTD | +26.3% | +23.7% | +2.6% | +3.0% |
| 1Y | +27.4% | +28.7% | -1.3% | 0.0% |
| 3Y | +93.6% | +79.7% | +13.9% | +11.3% |
| 5Y | +131.7% | +69.7% | +62.0% | +42.3% |
| 10Y | +1,268.5% | +211.4% | +1,057.1% | +378.4% |
| All | +52,909.9% | +728.9% | +52,180.9% | +7,342.5% |
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 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