+49,441.6%
AAPL vs IWD
+726.5%
+48,715.1%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -1.9% |
| 7D | +0.1% | -0.3% | +0.4% | +0.3% |
| 30D | +3.0% | +0.6% | +2.4% | +2.4% |
| 3M | +2.9% | +7.2% | -4.3% | -3.8% |
| 6M | +22.1% | +16.2% | +5.9% | +5.7% |
| YTD | +18.0% | +23.3% | -5.3% | -3.5% |
| 1Y | +33.9% | +29.6% | +4.4% | +4.5% |
| 3Y | +71.2% | +70.5% | +0.7% | +3.3% |
| 5Y | +112.6% | +73.5% | +39.1% | +28.0% |
| 10Y | +1,198.8% | +198.3% | +1,000.5% | +371.9% |
| All | +49,441.6% | +726.5% | +48,715.1% | +6,874.1% |
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