+71.5%
IWD vs BBAI
+79.7%
-8.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -0.2% | -1.0% | +0.9% | -0.1% |
| 30D | -0.8% | -10.7% | +9.9% | -0.4% |
| 3M | +8.0% | -32.3% | +40.3% | +9.3% |
| 6M | +18.2% | -31.3% | +49.5% | +19.2% |
| YTD | +22.3% | -45.9% | +68.3% | +24.1% |
| 1Y | +28.9% | -40.0% | +68.9% | +29.7% |
| 3Y | +71.5% | +72.8% | -1.2% | +55.1% |
| All | +71.5% | +79.7% | -8.2% | +55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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