+169.3%
RTX vs IWD
+73.6%
+95.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.1% |
| 7D | -5.2% | -0.3% | -4.9% | -5.0% |
| 30D | -9.4% | +0.6% | -10.0% | -9.8% |
| 3M | +12.3% | +7.2% | +5.1% | +6.1% |
| 6M | -3.1% | +16.2% | -19.3% | -14.2% |
| YTD | +10.7% | +23.3% | -12.7% | -6.5% |
| 1Y | +28.4% | +29.6% | -1.2% | +4.3% |
| 3Y | +147.1% | +70.5% | +76.6% | +59.2% |
| All | +169.3% | +73.6% | +95.7% | +69.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling