+727.5%
IWF vs RMD
+4,936.9%
-4,209.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +0.5% | -5.0% | +5.5% | +2.0% |
| 30D | -0.4% | +2.2% | -2.6% | -1.2% |
| 3M | -2.6% | +17.8% | -20.5% | -7.8% |
| 6M | +9.1% | -11.3% | +20.5% | +12.1% |
| YTD | +4.5% | -4.4% | +8.9% | +4.7% |
| 1Y | +10.1% | -15.7% | +25.8% | +14.2% |
| 3Y | +77.6% | +47.7% | +29.9% | +51.0% |
| 5Y | +73.7% | -19.2% | +92.9% | +74.6% |
| 10Y | +411.5% | +280.4% | +131.1% | +217.2% |
| All | +727.5% | +4,936.9% | -4,209.4% | +154.7% |
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