+18.5%
SBUX vs IWD
+73.3%
-54.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -0.5% |
| 7D | -3.1% | -0.3% | -2.9% | -2.9% |
| 30D | -0.9% | +0.6% | -1.5% | -1.5% |
| 3M | +11.6% | +7.2% | +4.4% | +3.0% |
| 6M | +8.8% | +16.2% | -7.4% | -8.8% |
| YTD | +26.3% | +23.3% | +3.0% | -1.2% |
| 1Y | +23.1% | +29.6% | -6.4% | -9.1% |
| All | +18.5% | +73.3% | -54.8% | -36.3% |
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