+155.1%
INTC vs IWD
+73.3%
+81.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.7% | +5.2% | +5.8% |
| 7D | +7.1% | -0.3% | +7.3% | +7.6% |
| 30D | -5.2% | +0.6% | -5.8% | -6.6% |
| 3M | -14.3% | +7.2% | -21.5% | -25.7% |
| 6M | +110.2% | +16.2% | +94.0% | +57.2% |
| YTD | +159.6% | +23.3% | +136.3% | +74.8% |
| 1Y | +289.3% | +29.6% | +259.7% | +140.1% |
| All | +155.1% | +73.3% | +81.8% | +11.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling