+1,148.9%
IJR vs BBWI
+200.6%
+948.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | +0.1% |
| 7D | +0.9% | +1.6% | -0.6% | +0.5% |
| 30D | -3.1% | -6.2% | +3.1% | -1.9% |
| 3M | +4.4% | +4.3% | +0.1% | +2.0% |
| 6M | +16.1% | -7.2% | +23.3% | +15.6% |
| YTD | +20.6% | -3.0% | +23.6% | +17.8% |
| 1Y | +22.9% | -30.8% | +53.6% | +29.8% |
| 3Y | +55.2% | -43.4% | +98.6% | +65.3% |
| 5Y | +41.1% | -66.7% | +107.8% | +66.3% |
| 10Y | +167.0% | -55.7% | +222.6% | +138.4% |
| All | +1,148.9% | +200.6% | +948.3% | +334.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BBWI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling