+64.2%
IWM vs RMD
+57.4%
+6.8%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.3% |
| 7D | -2.0% | +2.3% | -4.4% | -2.5% |
| 30D | -1.5% | +4.1% | -5.6% | -2.4% |
| 3M | -8.0% | +5.7% | -13.7% | -9.4% |
| 6M | -4.1% | +12.9% | -17.0% | -7.2% |
| YTD | +11.9% | -1.5% | +13.4% | +11.7% |
| 1Y | +15.0% | -4.8% | +19.8% | +15.7% |
| 3Y | +64.2% | +57.5% | +6.7% | +40.0% |
| All | +64.2% | +57.4% | +6.8% | +40.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling