+143.5%
IWM vs BA
+24.8%
+118.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +1.4% | -1.1% | +2.5% | +1.8% |
| 30D | +2.3% | -7.1% | +9.4% | +4.4% |
| 3M | -8.3% | -25.5% | +17.2% | +0.5% |
| 6M | -1.3% | -28.7% | +27.4% | +9.2% |
| YTD | +13.5% | -21.0% | +34.5% | +20.8% |
| 1Y | +18.4% | -11.9% | +30.3% | +21.0% |
| 3Y | +69.6% | -16.2% | +85.8% | +70.7% |
| 5Y | +23.3% | -22.4% | +45.7% | +23.2% |
| All | +143.5% | +24.8% | +118.7% | +98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 10y: compounded portfolio wealth divided by compounded BA 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…
10y analysis · Full analysis span regression · 6 months rolling