+14.0%
RTX vs IWD
+30.1%
-16.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.2% |
| 7D | +1.4% | -0.6% | +2.0% | +1.8% |
| 30D | +7.8% | +3.6% | +4.2% | +5.3% |
| 3M | -9.8% | +2.7% | -12.4% | -11.3% |
| 6M | +13.5% | +13.2% | +0.3% | +3.6% |
| YTD | +10.9% | +26.8% | -15.8% | -7.9% |
| 1Y | +14.0% | +29.3% | -15.3% | -6.4% |
| All | +14.0% | +30.1% | -16.1% | -6.4% |
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