+143.5%
IWM vs GEN
+152.9%
-9.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -0.9% |
| 7D | +1.4% | +2.0% | -0.6% | +0.9% |
| 30D | +2.3% | +27.7% | -25.5% | -3.7% |
| 3M | -8.3% | +3.3% | -11.6% | -9.8% |
| 6M | -1.3% | +31.8% | -33.1% | -9.0% |
| YTD | +13.5% | +13.5% | 0.0% | +7.9% |
| 1Y | +18.4% | +16.0% | +2.4% | +11.9% |
| 3Y | +69.6% | +70.6% | -1.0% | +45.1% |
| 5Y | +23.3% | +32.1% | -8.9% | +9.6% |
| All | +143.5% | +152.9% | -9.4% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling