+253.8%
INTC vs IWD
+195.2%
+58.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.8% | +9.9% | +10.1% |
| 7D | +17.4% | -0.2% | +17.6% | +17.5% |
| 30D | +2.8% | -0.8% | +3.6% | +3.5% |
| 3M | -5.3% | +8.0% | -13.3% | -14.5% |
| 6M | +140.6% | +18.2% | +122.4% | +96.1% |
| YTD | +183.1% | +22.3% | +160.8% | +122.1% |
| 1Y | +326.8% | +28.9% | +297.9% | +214.8% |
| 3Y | +179.4% | +71.5% | +107.9% | +52.0% |
| 5Y | +111.7% | +73.6% | +38.1% | +15.5% |
| 10Y | +253.8% | +194.7% | +59.1% | +15.3% |
| All | +253.8% | +195.2% | +58.7% | +15.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling