+88.9%
AMD vs IWD
+28.1%
+60.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.4% | +11.4% | +11.8% |
| 7D | -11.0% | -0.5% | -10.6% | -9.0% |
| 30D | -30.5% | +2.7% | -33.1% | -33.5% |
| 3M | -8.2% | +0.9% | -9.1% | -9.4% |
| 6M | +6.6% | +10.5% | -4.0% | -16.0% |
| YTD | +109.7% | +23.7% | +86.0% | +36.1% |
| 1Y | +88.9% | +28.7% | +60.2% | +13.8% |
| All | +88.9% | +28.1% | +60.8% | +13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling