-69.4%
BTDR vs IWD
+33.0%
-102.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.6% | -8.2% | -12.5% |
| 7D | -17.6% | +2.5% | -20.1% | -23.4% |
| 30D | -40.3% | +6.0% | -46.2% | -49.6% |
| 3M | -42.6% | +3.8% | -46.4% | -48.9% |
| 6M | -46.3% | +16.3% | -62.6% | -67.9% |
| YTD | -41.7% | +27.5% | -69.2% | -72.8% |
| 1Y | -69.4% | +32.8% | -102.2% | -87.4% |
| All | -69.4% | +33.0% | -102.4% | -87.4% |
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 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