+29.2%
ALL vs IWF
+8.6%
+20.6%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | -0.1% |
| 7D | -2.2% | +0.5% | -2.8% | -2.0% |
| 30D | -5.6% | -1.4% | -4.2% | -6.1% |
| 3M | +17.2% | +0.4% | +16.8% | +18.0% |
| 6M | +23.2% | +8.5% | +14.8% | +24.8% |
| YTD | +23.6% | +3.7% | +19.9% | +24.3% |
| 1Y | +29.2% | +8.5% | +20.7% | +32.1% |
| All | +29.2% | +8.6% | +20.6% | +32.1% |
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