+804.2%
IWM vs BLK
+7,859.0%
-7,054.9%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | +0.4% |
| 7D | +1.4% | -2.4% | +3.8% | +2.5% |
| 30D | -2.3% | -3.1% | +0.8% | -0.9% |
| 3M | +4.0% | +10.7% | -6.7% | -1.3% |
| 6M | +17.9% | +15.9% | +2.1% | +9.4% |
| YTD | +20.2% | +4.0% | +16.2% | +16.8% |
| 1Y | +25.0% | +1.3% | +23.7% | +22.8% |
| 3Y | +66.0% | +69.6% | -3.6% | +28.4% |
| 5Y | +40.0% | +33.8% | +6.3% | +19.2% |
| 10Y | +166.9% | +276.2% | -109.3% | +42.1% |
| All | +804.2% | +7,859.0% | -7,054.9% | +113.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BLK 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling