+2.0%
IWM vs EQR
-9.4%
+11.4%
-2.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | N/A |
| 7D | -1.7% | -3.5% | +1.8% | N/A |
| 30D | +2.1% | -6.8% | +8.9% | N/A |
| All | +2.0% | -9.4% | +11.4% | N/A |
Cumulative growth
Daily Returns
Daily percentage return beside EQR.
Daily Out/Under-Performance
Portfolio return minus EQR return. Positive bars indicate outperformance.
Daily Alpha
Beta-adjusted return needs at least 20 comparable returns and benchmark movement within each trailing regression window.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EQR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Cumulative alpha will appear once a trailing regression window supports a beta estimate.
Updating return analytics…
1y analysis · Full analysis span regression · Available span rolling