+1,616.9%
BE vs IWD
+78.7%
+1,538.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -3.0% | -10.6% | -6.8% |
| 7D | -14.7% | -0.5% | -14.3% | -13.8% |
| 30D | -40.5% | +2.7% | -43.2% | -43.9% |
| 3M | -24.3% | +0.9% | -25.2% | -25.9% |
| 6M | -39.3% | +10.5% | -49.9% | -51.5% |
| YTD | +99.4% | +23.7% | +75.7% | +25.8% |
| 1Y | +26.6% | +28.7% | -2.1% | -25.8% |
| 3Y | +1,616.9% | +79.7% | +1,537.2% | +282.4% |
| All | +1,616.9% | +78.7% | +1,538.2% | +282.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling