+5,787.6%
ETN vs IWF
+720.7%
+5,066.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.2% | -1.2% |
| 7D | +6.2% | +0.5% | +5.7% | +5.7% |
| 30D | -6.7% | -1.4% | -5.3% | -5.4% |
| 3M | +3.6% | +0.4% | +3.2% | +3.7% |
| 6M | +18.3% | +8.5% | +9.9% | +10.0% |
| YTD | +31.5% | +3.7% | +27.8% | +27.5% |
| 1Y | +20.6% | +8.5% | +12.1% | +12.3% |
| 3Y | +82.5% | +78.5% | +4.0% | +8.5% |
| 5Y | +177.8% | +73.6% | +104.1% | +64.8% |
| 10Y | +705.0% | +421.3% | +283.7% | +62.6% |
| All | +5,787.6% | +720.7% | +5,066.9% | +517.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling