-5.0%
IWF vs HTZ
-75.3%
+70.3%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -8.4% | +9.6% | +1.6% |
| 7D | -5.0% | -14.6% | +9.6% | -4.2% |
| 30D | -13.2% | -20.8% | +7.6% | -12.3% |
| 3M | -9.4% | -18.8% | +9.4% | -8.9% |
| 6M | -8.6% | -74.7% | +66.1% | -3.6% |
| YTD | -5.3% | -68.1% | +62.8% | -2.7% |
| 1Y | -5.0% | -73.5% | +68.5% | -1.4% |
| All | -5.0% | -75.3% | +70.3% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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