+166.9%
IWM vs ASX
+918.4%
-751.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.1% | -6.5% | -2.3% |
| 7D | +1.4% | +6.3% | -4.9% | -0.5% |
| 30D | -2.3% | +6.4% | -8.7% | -4.4% |
| 3M | +4.0% | +13.1% | -9.2% | -1.9% |
| 6M | +17.9% | +90.3% | -72.4% | -6.7% |
| YTD | +20.2% | +149.6% | -129.4% | -13.3% |
| 1Y | +25.0% | +249.2% | -224.2% | -19.8% |
| 3Y | +66.0% | +445.9% | -379.9% | -11.0% |
| 5Y | +40.0% | +477.7% | -437.7% | -28.9% |
| 10Y | +166.9% | +913.4% | -746.5% | +7.5% |
| All | +166.9% | +918.4% | -751.5% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ASX 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling