-53.2%
BTDR vs IWD
+30.1%
-83.2%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.4% | +9.2% | +8.3% |
| 7D | +7.7% | -0.6% | +8.2% | +11.2% |
| 30D | -24.1% | +3.6% | -27.7% | -30.9% |
| 3M | -19.1% | +2.7% | -21.8% | -24.7% |
| 6M | -46.6% | +13.2% | -59.8% | -65.6% |
| YTD | -37.3% | +26.8% | -64.0% | -72.1% |
| 1Y | -53.2% | +29.3% | -82.5% | -80.4% |
| All | -53.2% | +30.1% | -83.2% | -80.4% |
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