+77.4%
IWF vs RMD
+51.8%
+25.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | +0.2% |
| 7D | +1.5% | -4.5% | +5.9% | +2.2% |
| 30D | -1.3% | +4.6% | -5.9% | -2.0% |
| 3M | +0.1% | +14.8% | -14.7% | -2.6% |
| 6M | +10.3% | -12.1% | +22.3% | +12.8% |
| YTD | +4.2% | -7.5% | +11.6% | +5.3% |
| 1Y | +9.3% | -20.1% | +29.4% | +13.6% |
| All | +77.4% | +51.8% | +25.6% | +64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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