+620.3%
AMZN vs IWD
+205.2%
+415.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.2% | -2.1% |
| 7D | +0.1% | -0.6% | +0.6% | +0.6% |
| 30D | +2.6% | +3.6% | -1.0% | -0.6% |
| 3M | -2.2% | +2.7% | -4.9% | -4.4% |
| 6M | -1.0% | +13.2% | -14.3% | -11.1% |
| YTD | +15.3% | +26.8% | -11.4% | -6.1% |
| 1Y | +6.9% | +29.3% | -22.4% | -14.5% |
| 3Y | +85.4% | +85.1% | +0.3% | +10.4% |
| 5Y | +53.3% | +74.2% | -20.9% | -2.5% |
| 10Y | +620.3% | +204.6% | +415.8% | +208.7% |
| All | +620.3% | +205.2% | +415.1% | +208.7% |
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