+70.1%
IWD vs BTG
+99.9%
-29.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.2% | -0.7% |
| 7D | -1.2% | +2.4% | -3.6% | -1.4% |
| 30D | -1.6% | +9.5% | -11.1% | -2.4% |
| 3M | +7.0% | +38.5% | -31.5% | +3.9% |
| 6M | +17.0% | +5.6% | +11.3% | +15.6% |
| YTD | +21.6% | +23.9% | -2.3% | +18.3% |
| 1Y | +28.0% | +32.1% | -4.1% | +23.2% |
| All | +70.1% | +99.9% | -29.8% | +55.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling