+3.1%
BTDR vs IWD
+30.5%
-27.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.7% | +4.6% | +6.1% |
| 7D | +20.0% | -0.3% | +20.2% | +21.1% |
| 30D | +11.9% | +0.6% | +11.3% | +8.9% |
| 3M | -36.9% | +7.2% | -44.2% | -51.3% |
| 6M | +56.5% | +16.2% | +40.3% | -9.1% |
| YTD | +10.4% | +23.3% | -12.9% | -45.8% |
| 1Y | +3.1% | +29.6% | -26.5% | -53.3% |
| All | +3.1% | +30.5% | -27.4% | -53.3% |
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