+3,998.3%
SBUX vs IWD
+745.6%
+3,252.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.0% | +1.8% | +1.9% |
| 7D | +4.8% | +1.3% | +3.6% | +3.7% |
| 30D | +20.6% | +3.6% | +17.0% | +16.7% |
| 3M | +4.3% | +2.3% | +1.9% | +2.0% |
| 6M | +5.5% | +13.0% | -7.5% | -6.6% |
| YTD | +32.3% | +26.2% | +6.1% | +5.3% |
| 1Y | +31.2% | +30.5% | +0.7% | +1.0% |
| 3Y | +14.8% | +86.2% | -71.4% | -37.1% |
| 5Y | +8.0% | +72.9% | -64.9% | -35.9% |
| 10Y | +148.7% | +205.0% | -56.3% | -14.9% |
| All | +3,998.3% | +745.6% | +3,252.8% | +424.9% |
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