+70.2%
IWM vs ASX
+376.6%
-306.5%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.0% | +2.4% | -0.7% |
| 7D | +2.8% | +22.1% | -19.4% | -1.9% |
| 30D | +0.6% | -23.8% | +24.4% | +5.9% |
| 3M | -7.8% | -7.6% | -0.2% | -7.8% |
| 6M | -1.0% | +6.9% | -7.9% | -6.9% |
| YTD | +13.9% | +127.7% | -113.8% | -14.9% |
| 1Y | +15.4% | +144.5% | -129.1% | -15.7% |
| All | +70.2% | +376.6% | -306.5% | -12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling