+94.9%
CNC vs IWF
+7.1%
+87.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.5% |
| 7D | -0.9% | -0.9% | 0.0% | -0.9% |
| 30D | -1.0% | -1.7% | +0.8% | -0.9% |
| 3M | +4.5% | +0.7% | +3.9% | +4.5% |
| 6M | +85.2% | +8.6% | +76.7% | +81.5% |
| YTD | +61.4% | +3.5% | +57.9% | +58.7% |
| 1Y | +94.9% | +7.0% | +87.9% | +100.2% |
| All | +94.9% | +7.1% | +87.8% | +100.2% |
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