+18.4%
IWM vs FISV
-1.6%
+20.1%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -0.6% |
| 7D | +1.4% | +1.4% | 0.0% | +1.3% |
| 30D | +2.3% | +38.4% | -36.2% | -0.1% |
| 3M | -8.3% | +14.9% | -23.2% | -9.3% |
| 6M | -1.3% | +21.8% | -23.1% | -3.0% |
| YTD | +13.5% | -5.0% | +18.6% | +15.4% |
| 1Y | +18.4% | -1.2% | +19.6% | +19.0% |
| All | +18.4% | -1.6% | +20.1% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 1y: compounded portfolio wealth divided by compounded FISV 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…
1y analysis · Full analysis span regression · 6 months rolling