-18.8%
PYPL vs IWD
+29.9%
-48.6%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.4% | -2.3% |
| 7D | +2.7% | -0.3% | +2.9% | +3.0% |
| 30D | -4.9% | +0.6% | -5.5% | -5.5% |
| 3M | +28.9% | +7.2% | +21.7% | +19.5% |
| 6M | +18.2% | +16.2% | +2.0% | -0.2% |
| YTD | -5.0% | +23.3% | -28.4% | -28.0% |
| All | -18.8% | +29.9% | -48.6% | -44.4% |
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