+808.3%
IWM vs RMD
+4,936.9%
-4,128.7%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.4% |
| 7D | +0.1% | -5.0% | +5.1% | +1.7% |
| 30D | -1.3% | +2.2% | -3.5% | -2.2% |
| 3M | +1.6% | +17.8% | -16.2% | -4.3% |
| 6M | +13.6% | -11.3% | +24.9% | +17.0% |
| YTD | +20.8% | -4.4% | +25.2% | +21.2% |
| 1Y | +26.4% | -15.7% | +42.1% | +32.0% |
| 3Y | +60.7% | +47.7% | +12.9% | +35.2% |
| 5Y | +38.2% | -19.2% | +57.4% | +39.3% |
| 10Y | +169.5% | +280.4% | -110.9% | +55.1% |
| All | +808.3% | +4,936.9% | -4,128.7% | +144.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling