+804.2%
IWM vs CNI
+4,318.7%
-3,514.6%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +1.4% | +2.5% | -1.1% | 0.0% |
| 30D | -2.3% | -2.5% | +0.2% | -0.9% |
| 3M | +4.0% | +2.7% | +1.2% | +2.0% |
| 6M | +17.9% | +16.9% | +1.0% | +7.0% |
| YTD | +20.2% | +26.3% | -6.1% | +3.9% |
| 1Y | +25.0% | +31.1% | -6.1% | +5.4% |
| 3Y | +66.0% | +21.1% | +44.9% | +45.2% |
| 5Y | +40.0% | +11.0% | +29.0% | +27.6% |
| 10Y | +166.9% | +128.1% | +38.7% | +58.1% |
| All | +804.2% | +4,318.7% | -3,514.6% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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