-11.0%
BTDR vs IWD
+28.3%
-39.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -0.9% |
| 7D | +14.8% | -1.2% | +16.0% | +19.1% |
| 30D | +41.8% | -1.6% | +43.5% | +48.5% |
| 3M | -29.2% | +7.0% | -36.2% | -45.8% |
| 6M | +66.2% | +17.0% | +49.2% | -6.4% |
| YTD | +10.0% | +21.6% | -11.6% | -43.9% |
| 1Y | -11.0% | +28.0% | -39.0% | -59.2% |
| All | -11.0% | +28.3% | -39.3% | -59.2% |
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