+93.9%
INTC vs IWD
+73.6%
+20.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.7% | +5.2% | +5.6% |
| 7D | +7.1% | -0.3% | +7.3% | +7.5% |
| 30D | -5.2% | +0.6% | -5.8% | -6.3% |
| 3M | -14.3% | +7.2% | -21.5% | -23.6% |
| 6M | +110.2% | +16.2% | +94.0% | +66.4% |
| YTD | +159.6% | +23.3% | +136.3% | +88.3% |
| 1Y | +289.3% | +29.6% | +259.7% | +162.7% |
| 3Y | +166.1% | +70.5% | +95.6% | +26.9% |
| All | +93.9% | +73.6% | +20.2% | -9.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling