+261.9%
AMD vs IWD
+79.4%
+182.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -2.6% | -14.7% | -12.3% |
| 7D | -28.6% | -0.9% | -27.7% | -26.7% |
| 30D | -37.7% | +2.6% | -40.4% | -40.3% |
| 3M | -16.1% | +1.2% | -17.4% | -17.7% |
| 6M | +13.8% | +12.1% | +1.7% | -7.1% |
| YTD | +88.8% | +24.1% | +64.7% | +29.3% |
| 1Y | +57.8% | +28.5% | +29.3% | +1.8% |
| All | +261.9% | +79.4% | +182.5% | +51.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling