+374.9%
IWF vs DECK
+874.1%
-499.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.4% | +1.5% |
| 7D | -5.0% | +5.8% | -10.7% | -6.3% |
| 30D | -13.2% | +7.9% | -21.1% | -14.9% |
| 3M | -9.4% | -11.4% | +2.0% | -7.1% |
| 6M | -8.6% | -16.6% | +8.0% | -5.4% |
| YTD | -5.3% | -16.4% | +11.1% | -3.0% |
| 1Y | -5.0% | +8.6% | -13.6% | -9.2% |
| 3Y | +64.6% | -15.1% | +79.8% | +57.8% |
| 5Y | +50.8% | +22.9% | +27.9% | +25.4% |
| All | +374.9% | +874.1% | -499.1% | +178.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 10y: compounded portfolio wealth divided by compounded DECK 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…
10y analysis · Full analysis span regression · 6 months rolling