+87.0%
AMZN vs IWF
+65.9%
+21.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | +0.9% |
| 7D | +2.8% | +2.8% | 0.0% | -0.3% |
| 30D | +5.0% | -7.5% | +12.5% | +14.0% |
| 3M | +0.6% | -8.5% | +9.1% | +10.4% |
| 6M | -1.3% | -7.4% | +6.1% | +6.6% |
| YTD | +15.5% | -2.6% | +18.2% | +17.8% |
| 1Y | +12.2% | -1.8% | +14.1% | +13.4% |
| 3Y | +87.0% | +65.5% | +21.6% | -1.7% |
| All | +87.0% | +65.9% | +21.1% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 3y: compounded portfolio wealth divided by compounded IWF 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…
3y analysis · Full analysis span regression · 6 months rolling