+186.7%
INTC vs IWD
+726.5%
-539.8%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.7% | +5.2% | +5.3% |
| 7D | +7.1% | -0.3% | +7.3% | +7.4% |
| 30D | -5.2% | +0.6% | -5.8% | -6.0% |
| 3M | -14.3% | +7.2% | -21.5% | -20.8% |
| 6M | +110.2% | +16.2% | +94.0% | +79.0% |
| YTD | +159.6% | +23.3% | +136.3% | +107.5% |
| 1Y | +289.3% | +29.6% | +259.7% | +195.2% |
| 3Y | +166.1% | +70.5% | +95.6% | +53.7% |
| 5Y | +94.4% | +73.5% | +20.9% | +12.1% |
| 10Y | +227.7% | +198.3% | +29.4% | +6.2% |
| All | +186.7% | +726.5% | -539.8% | -71.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling