+52.6%
XOM vs IWD
+33.0%
+19.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.6% | -7.2% | -3.4% |
| 7D | -7.0% | +2.5% | -9.5% | -5.9% |
| 30D | +3.2% | +6.0% | -2.8% | +5.7% |
| 3M | +10.7% | +3.8% | +6.9% | +12.6% |
| 6M | +11.6% | +16.3% | -4.7% | +17.4% |
| YTD | +43.5% | +27.5% | +16.0% | +49.7% |
| 1Y | +52.6% | +32.8% | +19.8% | +58.2% |
| All | +52.6% | +33.0% | +19.6% | +58.2% |
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