+54,198.1%
AAPL vs IWD
+745.6%
+53,452.5%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.0% | +0.4% | +0.5% |
| 7D | +3.7% | +1.3% | +2.4% | +2.5% |
| 30D | +4.2% | +3.6% | +0.6% | +0.8% |
| 3M | +12.0% | +2.3% | +9.7% | +9.6% |
| 6M | +19.8% | +13.0% | +6.7% | +6.5% |
| YTD | +29.3% | +26.2% | +3.2% | +3.6% |
| 1Y | +31.1% | +30.5% | +0.6% | +1.6% |
| 3Y | +94.9% | +86.2% | +8.6% | +8.4% |
| 5Y | +138.1% | +72.9% | +65.2% | +43.7% |
| 10Y | +1,276.0% | +205.0% | +1,070.9% | +390.2% |
| All | +54,198.1% | +745.6% | +53,452.5% | +7,382.3% |
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 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