+29.6%
IWD vs BTG
+38.4%
-8.8%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.6% |
| 7D | -0.3% | -0.9% | +0.6% | -0.2% |
| 30D | +0.6% | +36.8% | -36.2% | -1.8% |
| 3M | +7.2% | +23.1% | -15.9% | +5.3% |
| 6M | +16.2% | +3.5% | +12.7% | +15.0% |
| YTD | +23.3% | +25.5% | -2.2% | +20.4% |
| 1Y | +29.6% | +40.1% | -10.5% | +25.2% |
| All | +29.6% | +38.4% | -8.8% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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