+179.9%
INTC vs IWF
+77.2%
+102.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.1% | +2.3% |
| 7D | +18.0% | +0.5% | +17.4% | +17.0% |
| 30D | +8.9% | -1.4% | +10.3% | +11.3% |
| 3M | -1.6% | +0.4% | -2.0% | -0.5% |
| 6M | +133.1% | +8.5% | +124.6% | +115.9% |
| YTD | +187.9% | +3.7% | +184.2% | +181.4% |
| 1Y | +334.7% | +8.5% | +326.2% | +304.8% |
| All | +179.9% | +77.2% | +102.7% | +45.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling