+26.4%
IWM vs ROIV
+177.7%
-151.2%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | 0.0% |
| 7D | +0.1% | +0.6% | -0.5% | 0.0% |
| 30D | -1.3% | +1.0% | -2.2% | -1.5% |
| 3M | +1.6% | +18.3% | -16.7% | -1.5% |
| 6M | +13.6% | +18.3% | -4.8% | +9.5% |
| YTD | +20.8% | +61.0% | -40.2% | +11.0% |
| 1Y | +26.4% | +177.9% | -151.5% | +11.1% |
| All | +26.4% | +177.7% | -151.2% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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