+166.9%
IWM vs HDB
+34.0%
+132.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.0% | +2.6% | +0.6% |
| 7D | +1.4% | -2.0% | +3.5% | +2.1% |
| 30D | -2.3% | -4.9% | +2.6% | -0.7% |
| 3M | +4.0% | -2.3% | +6.3% | +4.2% |
| 6M | +17.9% | -23.7% | +41.7% | +28.4% |
| YTD | +20.2% | -38.5% | +58.7% | +40.8% |
| 1Y | +25.0% | -36.5% | +61.4% | +44.4% |
| 3Y | +66.0% | -28.5% | +94.4% | +80.2% |
| 5Y | +40.0% | -37.4% | +77.4% | +56.5% |
| 10Y | +166.9% | +34.0% | +132.8% | +130.7% |
| All | +166.9% | +34.0% | +132.8% | +130.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded HDB 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling