+555.5%
AMZN vs IWD
+195.2%
+360.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | +0.1% |
| 7D | +0.8% | -0.2% | +1.0% | +0.9% |
| 30D | -6.4% | -0.8% | -5.6% | -5.7% |
| 3M | +4.8% | +8.0% | -3.2% | -2.0% |
| 6M | +20.5% | +18.2% | +2.3% | +4.3% |
| YTD | +11.3% | +22.3% | -11.0% | -6.6% |
| 1Y | +9.0% | +28.9% | -19.9% | -12.5% |
| 3Y | +85.9% | +71.5% | +14.4% | +18.0% |
| 5Y | +45.8% | +73.6% | -27.8% | -6.4% |
| 10Y | +555.5% | +194.7% | +360.8% | +184.0% |
| All | +555.5% | +195.2% | +360.3% | +184.0% |
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