+143.5%
IWM vs BEN
+58.7%
+84.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.8% | -0.5% |
| 7D | +1.4% | +6.8% | -5.4% | -1.8% |
| 30D | +2.3% | +18.0% | -15.7% | -5.7% |
| 3M | -8.3% | +7.5% | -15.8% | -11.7% |
| 6M | -1.3% | +14.7% | -16.0% | -8.2% |
| YTD | +13.5% | +56.1% | -42.6% | -9.6% |
| 1Y | +18.4% | +69.6% | -51.2% | -9.5% |
| 3Y | +69.6% | +87.7% | -18.1% | +20.0% |
| 5Y | +23.3% | +28.6% | -5.4% | +2.4% |
| All | +143.5% | +58.7% | +84.8% | +63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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