+750.9%
GOOGL vs IWD
+195.2%
+555.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.7% |
| 7D | +1.1% | -0.2% | +1.2% | +1.2% |
| 30D | -4.4% | -0.8% | -3.6% | -3.7% |
| 3M | -6.8% | +8.0% | -14.8% | -13.4% |
| 6M | +13.6% | +18.2% | -4.6% | -2.8% |
| YTD | +8.3% | +22.3% | -14.0% | -10.4% |
| 1Y | +44.9% | +28.9% | +16.1% | +14.3% |
| 3Y | +150.5% | +71.5% | +78.9% | +49.3% |
| 5Y | +137.7% | +73.6% | +64.1% | +41.9% |
| 10Y | +750.9% | +194.7% | +556.2% | +230.0% |
| All | +750.9% | +195.2% | +555.8% | +230.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling