+79.7%
IWD vs RVTY
+78.0%
+1.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -0.9% |
| 7D | -0.5% | -1.2% | +0.7% | -0.3% |
| 30D | +2.7% | +1.0% | +1.6% | +2.3% |
| 3M | +0.9% | +35.8% | -34.9% | -5.9% |
| 6M | +10.5% | +56.7% | -46.2% | -0.5% |
| YTD | +23.7% | +60.7% | -37.0% | +9.7% |
| 1Y | +28.7% | +73.7% | -45.0% | +11.8% |
| 3Y | +79.7% | +82.8% | -3.1% | +50.3% |
| All | +79.7% | +78.0% | +1.8% | +50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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