+59.4%
BE vs IWD
+28.5%
+30.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -2.3% |
| 7D | +20.5% | +1.7% | +18.9% | +15.2% |
| 30D | -23.4% | +3.2% | -26.6% | -29.4% |
| 3M | -14.9% | +2.3% | -17.2% | -19.7% |
| 6M | -28.1% | +12.9% | -41.0% | -52.0% |
| YTD | +132.4% | +26.2% | +106.2% | +0.3% |
| 1Y | +59.4% | +28.3% | +31.1% | -34.5% |
| All | +59.4% | +28.5% | +30.8% | -34.5% |
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