+11,018.7%
AMZN vs IWD
+726.5%
+10,292.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.5% |
| 7D | -3.0% | -0.3% | -2.7% | -2.7% |
| 30D | -5.2% | +0.6% | -5.8% | -5.7% |
| 3M | +1.9% | +7.2% | -5.4% | -5.1% |
| 6M | +19.2% | +16.2% | +3.0% | +2.4% |
| YTD | +12.0% | +23.3% | -11.3% | -9.6% |
| 1Y | +9.7% | +29.6% | -19.9% | -15.7% |
| 3Y | +87.2% | +70.5% | +16.7% | +9.2% |
| 5Y | +48.7% | +73.5% | -24.8% | -12.5% |
| 10Y | +569.3% | +198.3% | +371.0% | +110.9% |
| All | +11,018.7% | +726.5% | +10,292.2% | +1,126.2% |
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