+94.3%
AG vs IWF
+6.2%
+88.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.9% | -3.9% | -3.1% |
| 7D | -5.8% | -1.7% | -4.1% | -2.6% |
| 30D | +6.4% | -1.8% | +8.2% | +10.3% |
| 3M | +28.4% | +1.5% | +26.9% | +25.1% |
| 6M | -24.5% | +7.7% | -32.2% | -31.1% |
| YTD | +21.2% | +2.7% | +18.5% | +21.2% |
| All | +94.3% | +6.2% | +88.1% | +60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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