+25.0%
IWM vs URA
+20.2%
+4.8%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.1% | -3.6% | -1.2% |
| 7D | +1.4% | +8.1% | -6.7% | -0.4% |
| 30D | -2.3% | +5.8% | -8.1% | -3.7% |
| 3M | +4.0% | +3.4% | +0.5% | +2.7% |
| 6M | +17.9% | -2.6% | +20.6% | +17.4% |
| YTD | +20.2% | +11.2% | +9.0% | +16.1% |
| 1Y | +25.0% | +19.8% | +5.1% | +22.1% |
| All | +25.0% | +20.2% | +4.8% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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