+15.4%
IWM vs RMD
-4.0%
+19.4%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.1% | -1.7% |
| 7D | +2.8% | +0.1% | +2.7% | +2.7% |
| 30D | +0.6% | +1.9% | -1.3% | +0.3% |
| 3M | -7.8% | +6.3% | -14.1% | -8.7% |
| 6M | -1.0% | +18.2% | -19.2% | -3.9% |
| YTD | +13.9% | +0.3% | +13.6% | +15.0% |
| 1Y | +15.4% | -4.3% | +19.7% | +18.5% |
| All | +15.4% | -4.0% | +19.4% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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