+671.1%
IWF vs RMD
+5,198.2%
-4,527.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.2% |
| 7D | +2.8% | +2.1% | +0.7% | +2.2% |
| 30D | -7.5% | +2.1% | -9.6% | -8.3% |
| 3M | -8.5% | +6.2% | -14.7% | -10.5% |
| 6M | -7.4% | +19.4% | -26.8% | -13.1% |
| YTD | -2.6% | +0.5% | -3.2% | -4.2% |
| 1Y | -1.8% | -3.9% | +2.1% | -2.2% |
| 3Y | +65.5% | +72.5% | -7.1% | +34.2% |
| 5Y | +55.8% | -1.5% | +57.4% | +47.4% |
| 10Y | +384.9% | +345.8% | +39.1% | +186.7% |
| All | +671.1% | +5,198.2% | -4,527.1% | +133.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling