+25.0%
IWM vs MSI
-2.0%
+27.0%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.4% |
| 7D | +1.4% | -5.8% | +7.2% | +1.7% |
| 30D | -2.3% | -1.0% | -1.3% | -2.3% |
| 3M | +4.0% | +14.2% | -10.2% | +3.0% |
| 6M | +17.9% | +1.0% | +16.9% | +17.6% |
| YTD | +20.2% | +21.5% | -1.3% | +18.8% |
| 1Y | +25.0% | -2.1% | +27.1% | +26.6% |
| All | +25.0% | -2.0% | +27.0% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MSI 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling