+52.6%
BDX vs IWD
+29.9%
+22.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +7.3% | +1.6% | +5.7% | +5.5% |
| 30D | +15.7% | +3.6% | +12.1% | +11.8% |
| 3M | +19.1% | +2.0% | +17.0% | +16.6% |
| 6M | +44.1% | +13.1% | +31.1% | +29.5% |
| YTD | +42.1% | +26.2% | +15.9% | +11.6% |
| 1Y | +52.6% | +29.6% | +23.0% | +16.2% |
| All | +52.6% | +29.9% | +22.7% | +16.2% |
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