+17.9%
RSP vs IWD
+28.5%
-10.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.5% |
| 7D | +1.8% | +1.7% | +0.1% | +0.1% |
| 30D | +3.5% | +3.2% | +0.3% | +0.4% |
| 3M | +0.2% | +2.3% | -2.1% | -1.9% |
| 6M | +9.1% | +12.9% | -3.8% | -3.0% |
| YTD | +16.6% | +26.2% | -9.6% | -7.6% |
| 1Y | +17.9% | +28.3% | -10.4% | -8.1% |
| All | +17.9% | +28.5% | -10.6% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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