+8,077.9%
AMD vs IWD
+203.8%
+7,874.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +2.0% | +12.7% | +11.9% |
| 7D | +6.5% | +1.6% | +4.9% | +5.0% |
| 30D | -15.3% | +3.6% | -18.9% | -18.7% |
| 3M | +9.7% | +2.0% | +7.7% | +7.2% |
| 6M | +13.2% | +13.1% | +0.1% | -3.6% |
| YTD | +140.6% | +26.2% | +114.4% | +77.9% |
| 1Y | +111.2% | +29.6% | +81.6% | +50.7% |
| 3Y | +334.4% | +84.3% | +250.1% | +99.1% |
| 5Y | +268.3% | +73.4% | +194.9% | +91.7% |
| 10Y | +8,077.9% | +202.4% | +7,875.5% | +2,569.9% |
| All | +8,077.9% | +203.8% | +7,874.2% | +2,569.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling