+11,380.9%
AMZN vs IWD
+745.6%
+10,635.3%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.0% | +0.9% | +0.9% |
| 7D | +8.7% | +1.3% | +7.4% | +7.4% |
| 30D | +1.7% | +3.6% | -1.9% | -1.9% |
| 3M | -2.8% | +2.3% | -5.1% | -4.9% |
| 6M | -2.1% | +13.0% | -15.1% | -13.6% |
| YTD | +15.6% | +26.2% | -10.5% | -8.8% |
| 1Y | +9.2% | +30.5% | -21.2% | -16.7% |
| 3Y | +89.9% | +86.2% | +3.6% | +1.3% |
| 5Y | +49.3% | +72.9% | -23.6% | -11.8% |
| 10Y | +591.6% | +205.0% | +386.6% | +113.2% |
| All | +11,380.9% | +745.6% | +10,635.3% | +1,137.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling