+652.2%
IWM vs ASX
+2,948.3%
-2,296.1%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.4% | -5.4% | -0.5% |
| 7D | -2.0% | -19.9% | +17.9% | +2.7% |
| 30D | -1.5% | -30.9% | +29.4% | +6.3% |
| 3M | -8.0% | -15.1% | +7.1% | -6.0% |
| 6M | -4.1% | -6.5% | +2.4% | -6.0% |
| YTD | +11.9% | +98.4% | -86.5% | -9.0% |
| 1Y | +15.0% | +107.9% | -92.8% | -7.7% |
| 3Y | +64.2% | +325.3% | -261.1% | +8.4% |
| 5Y | +20.4% | +447.3% | -426.9% | -26.3% |
| 10Y | +168.0% | +763.2% | -595.2% | +40.8% |
| All | +652.2% | +2,948.3% | -2,296.1% | +144.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling