+11,052.7%
AMZN vs IWD
+728.9%
+10,323.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | 0.0% |
| 7D | +7.9% | -0.5% | +8.3% | +8.5% |
| 30D | -0.2% | +2.7% | -2.9% | -2.9% |
| 3M | -4.8% | +0.9% | -5.6% | -5.5% |
| 6M | -5.7% | +10.5% | -16.3% | -14.8% |
| YTD | +12.3% | +23.7% | -11.4% | -9.6% |
| 1Y | +6.7% | +28.7% | -22.0% | -17.5% |
| 3Y | +85.6% | +79.7% | +5.8% | +2.6% |
| 5Y | +47.4% | +69.7% | -22.3% | -11.2% |
| 10Y | +586.8% | +211.4% | +375.4% | +106.6% |
| All | +11,052.7% | +728.9% | +10,323.7% | +1,126.8% |
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 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