+165.3%
IWM vs HRB
+207.5%
-42.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | -2.5% | -12.2% | +9.6% | +0.5% |
| 30D | -4.4% | -3.0% | -1.5% | -4.2% |
| 3M | +2.2% | +21.7% | -19.5% | -3.8% |
| 6M | +14.0% | +52.3% | -38.3% | -0.3% |
| YTD | +17.4% | +6.5% | +10.9% | +12.9% |
| 1Y | +22.9% | -6.7% | +29.6% | +22.4% |
| 3Y | +62.1% | +25.1% | +36.9% | +44.3% |
| 5Y | +38.2% | +113.8% | -75.6% | +2.0% |
| All | +165.3% | +207.5% | -42.2% | +65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded HRB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling