+194.7%
IWD vs RBA
+182.6%
+12.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.2% | -0.3% |
| 7D | -0.2% | -1.1% | +0.9% | +0.1% |
| 30D | -0.8% | -13.2% | +12.4% | +2.7% |
| 3M | +8.0% | -21.4% | +29.4% | +14.0% |
| 6M | +18.2% | -20.9% | +39.1% | +24.3% |
| YTD | +22.3% | -19.9% | +42.2% | +27.7% |
| 1Y | +28.9% | -28.7% | +57.6% | +38.6% |
| 3Y | +71.5% | +27.4% | +44.1% | +56.3% |
| 5Y | +73.6% | +41.7% | +31.9% | +49.4% |
| 10Y | +194.7% | +189.6% | +5.1% | +88.1% |
| All | +194.7% | +182.6% | +12.1% | +88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling