+205.0%
IWD vs RBA
+236.6%
-31.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.4% | -0.4% | +1.4% |
| 7D | +1.3% | +2.5% | -1.3% | +0.6% |
| 30D | +3.6% | +11.6% | -8.0% | +0.7% |
| 3M | +2.3% | +1.5% | +0.8% | +1.7% |
| 6M | +13.0% | -6.6% | +19.7% | +14.0% |
| YTD | +26.2% | -6.3% | +32.4% | +26.4% |
| 1Y | +30.5% | -4.0% | +34.4% | +29.8% |
| 3Y | +86.2% | +47.3% | +38.9% | +63.6% |
| 5Y | +72.9% | +47.7% | +25.2% | +48.5% |
| 10Y | +205.0% | +224.7% | -19.7% | +92.6% |
| All | +205.0% | +236.6% | -31.5% | +92.6% |
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