+1,709.5%
BE vs IWD
+85.1%
+1,624.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -5.4% |
| 7D | +10.8% | +2.3% | +8.5% | +5.6% |
| 30D | -19.8% | +3.6% | -23.4% | -25.5% |
| 3M | -18.7% | +2.2% | -20.9% | -22.1% |
| 6M | -33.7% | +13.0% | -46.7% | -49.7% |
| YTD | +121.0% | +26.5% | +94.4% | +32.3% |
| 1Y | +85.4% | +30.1% | +55.3% | +5.1% |
| 3Y | +1,709.5% | +84.9% | +1,624.7% | +183.5% |
| All | +1,709.5% | +85.1% | +1,624.4% | +183.5% |
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 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