+30.1%
IWD vs BLDR
-42.6%
+72.7%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | +0.1% |
| 7D | +2.3% | -3.0% | +5.3% | +2.6% |
| 30D | +3.6% | +20.1% | -16.5% | +1.3% |
| 3M | +2.2% | -17.5% | +19.7% | +4.3% |
| 6M | +13.0% | -16.1% | +29.1% | +14.3% |
| YTD | +26.5% | -41.0% | +67.5% | +33.1% |
| 1Y | +30.1% | -41.6% | +71.7% | +36.8% |
| All | +30.1% | -42.6% | +72.7% | +36.8% |
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