+27.0%
SBUX vs IWD
+28.9%
-1.9%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.4% |
| 7D | +1.6% | +2.3% | -0.7% | -0.7% |
| 30D | +14.8% | +3.6% | +11.2% | +11.2% |
| 3M | -0.8% | +2.2% | -3.0% | -2.7% |
| 6M | +2.2% | +13.0% | -10.7% | -9.5% |
| YTD | +29.5% | +26.5% | +2.9% | -2.5% |
| 1Y | +27.0% | +30.1% | -3.1% | -8.8% |
| All | +27.0% | +28.9% | -1.9% | -8.8% |
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