+132.2%
IWD vs BBIO
+148.5%
-16.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.3% | -0.7% |
| 7D | -1.2% | -0.5% | -0.6% | -1.1% |
| 30D | -1.6% | -10.1% | +8.5% | -1.0% |
| 3M | +7.0% | +12.4% | -5.4% | +6.0% |
| 6M | +17.0% | +15.9% | +1.1% | +15.4% |
| YTD | +21.6% | -0.5% | +22.2% | +21.1% |
| 1Y | +28.0% | +42.2% | -14.2% | +24.1% |
| 3Y | +70.6% | +167.8% | -97.2% | +55.9% |
| 5Y | +73.3% | +49.6% | +23.8% | +49.4% |
| All | +132.2% | +148.5% | -16.3% | +74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 all: compounded portfolio wealth divided by compounded BBIO 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…
all analysis · Full analysis span regression · 6 months rolling