+804.2%
IWM vs RRX
+1,423.0%
-618.8%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.7% |
| 7D | +1.4% | +4.3% | -2.9% | -0.6% |
| 30D | -2.3% | -8.0% | +5.7% | +1.5% |
| 3M | +4.0% | -22.0% | +26.0% | +14.0% |
| 6M | +17.9% | -11.9% | +29.8% | +19.9% |
| YTD | +20.2% | +17.1% | +3.1% | +4.9% |
| 1Y | +25.0% | +14.9% | +10.1% | +9.1% |
| 3Y | +66.0% | +6.9% | +59.1% | +40.4% |
| 5Y | +40.0% | +19.6% | +20.5% | +8.3% |
| 10Y | +166.9% | +215.9% | -49.1% | +19.8% |
| All | +804.2% | +1,423.0% | -618.8% | +84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RRX 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling