-1.3%
IWF vs ETSY
+60.7%
-62.0%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +7.1% | -6.7% | -0.1% |
| 7D | -4.2% | +4.2% | -8.4% | -4.5% |
| 30D | -8.1% | +35.8% | -43.9% | -10.4% |
| 3M | -5.1% | +11.4% | -16.4% | -5.8% |
| 6M | -1.4% | +50.3% | -51.7% | -5.7% |
| YTD | -0.1% | +73.6% | -73.7% | -6.7% |
| 1Y | -1.3% | +65.2% | -66.4% | -7.3% |
| All | -1.3% | +60.7% | -62.0% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 ETSY 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