+72.9%
IWD vs BLDR
-2.4%
+75.3%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.5% | -3.5% | +1.0% |
| 7D | +1.3% | -2.7% | +4.0% | +1.6% |
| 30D | +3.6% | +24.8% | -21.2% | -0.8% |
| 3M | +2.3% | -11.7% | +14.0% | +4.0% |
| 6M | +13.0% | -14.8% | +27.8% | +14.8% |
| YTD | +26.2% | -35.9% | +62.1% | +34.0% |
| 1Y | +30.5% | -39.7% | +70.2% | +40.0% |
| 3Y | +86.2% | -45.6% | +131.8% | +94.2% |
| 5Y | +72.9% | -2.5% | +75.4% | +43.4% |
| All | +72.9% | -2.4% | +75.3% | +43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling