+61.5%
INTC vs IWD
+28.5%
+33.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.1% |
| 7D | +17.1% | +1.7% | +15.4% | +12.8% |
| 30D | -40.5% | +3.2% | -43.7% | -44.2% |
| 3M | -39.4% | +2.3% | -41.7% | -42.3% |
| 6M | -49.3% | +12.9% | -62.2% | -63.7% |
| YTD | +65.9% | +26.2% | +39.6% | -9.4% |
| 1Y | +61.5% | +28.3% | +33.3% | -14.8% |
| All | +61.5% | +28.5% | +33.0% | -14.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling