+3,812.2%
SBUX vs IWD
+726.5%
+3,085.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -0.6% |
| 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% | +4.0% |
| 6M | +8.8% | +16.2% | -7.4% | -6.4% |
| YTD | +26.3% | +23.3% | +3.0% | +2.6% |
| 1Y | +23.1% | +29.6% | -6.4% | -4.6% |
| 3Y | +15.0% | +70.5% | -55.5% | -31.4% |
| 5Y | +0.4% | +73.5% | -73.1% | -40.7% |
| 10Y | +130.7% | +198.3% | -67.6% | -19.5% |
| All | +3,812.2% | +726.5% | +3,085.7% | +411.6% |
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