+452.5%
SPCX vs IWD
+29.9%
+422.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.0% | +3.8% | -56.2% |
| 7D | +4.2% | +1.3% | +2.9% | -87.3% |
| 30D | -12.6% | +3.6% | -16.2% | -96.1% |
| 3M | +6.7% | +2.3% | +4.4% | -96.3% |
| 6M | +546.4% | +22.1% | +524.3% | -99.8% |
| YTD | +552.1% | +26.2% | +526.0% | -99.8% |
| All | +452.5% | +29.9% | +422.6% | -99.8% |
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