+28.0%
IWD vs BLDR
-58.0%
+86.0%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.3% |
| 7D | -1.2% | -2.7% | +1.5% | -0.9% |
| 30D | -1.6% | -14.7% | +13.1% | +0.2% |
| 3M | +7.0% | -20.8% | +27.8% | +9.6% |
| 6M | +17.0% | -35.3% | +52.3% | +22.8% |
| YTD | +21.6% | -40.3% | +62.0% | +28.4% |
| 1Y | +28.0% | -56.3% | +84.3% | +40.4% |
| All | +28.0% | -58.0% | +86.0% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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