-1.5%
BBY vs IWD
+72.9%
-74.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.7% |
| 7D | +1.2% | -1.2% | +2.4% | +2.8% |
| 30D | +6.8% | -1.6% | +8.4% | +9.3% |
| 3M | +18.7% | +7.0% | +11.7% | +8.3% |
| 6M | +37.3% | +17.0% | +20.3% | +10.3% |
| YTD | +35.3% | +21.6% | +13.7% | +2.8% |
| 1Y | +20.7% | +28.0% | -7.3% | -14.4% |
| 3Y | +39.4% | +70.6% | -31.1% | -31.2% |
| 5Y | -1.5% | +73.3% | -74.8% | -51.6% |
| All | -1.5% | +72.9% | -74.4% | -51.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling