+16.1%
IWM vs ASX
+133.5%
-117.3%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.3% | -3.9% | -1.2% |
| 7D | +0.3% | -9.1% | +9.4% | +1.4% |
| 30D | +0.6% | -23.6% | +24.2% | +4.4% |
| 3M | -6.2% | -5.6% | -0.6% | -6.6% |
| 6M | -0.8% | +4.7% | -5.5% | -5.5% |
| YTD | +14.8% | +122.6% | -107.8% | -10.4% |
| 1Y | +16.1% | +133.0% | -116.9% | -10.8% |
| All | +16.1% | +133.5% | -117.3% | -10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling