+165.3%
IWM vs XPO
+1,517.7%
-1,352.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.7% |
| 7D | -2.5% | -1.3% | -1.2% | -2.2% |
| 30D | -4.4% | -10.4% | +5.9% | -1.4% |
| 3M | +2.2% | -15.7% | +17.9% | +7.0% |
| 6M | +14.0% | -6.3% | +20.4% | +15.2% |
| YTD | +17.4% | +34.2% | -16.8% | +5.8% |
| 1Y | +22.9% | +39.9% | -17.0% | +8.6% |
| 3Y | +62.1% | +155.2% | -93.2% | +13.8% |
| 5Y | +38.2% | +264.7% | -226.5% | -18.0% |
| All | +165.3% | +1,517.7% | -1,352.5% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded XPO 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling