+22.9%
IWM vs FISV
-64.0%
+87.0%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.0% |
| 7D | -2.5% | -7.2% | +4.7% | -2.2% |
| 30D | -4.4% | -7.2% | +2.8% | -4.1% |
| 3M | +2.2% | -8.2% | +10.4% | +2.6% |
| 6M | +14.0% | -17.7% | +31.7% | +15.0% |
| YTD | +17.4% | -27.2% | +44.5% | +19.0% |
| 1Y | +22.9% | -63.0% | +85.9% | +27.6% |
| All | +22.9% | -64.0% | +87.0% | +27.6% |
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