+64.6%
IWF vs HTZ
-82.6%
+147.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -8.4% | +9.6% | +1.5% |
| 7D | -5.0% | -14.6% | +9.6% | -4.5% |
| 30D | -13.2% | -20.8% | +7.6% | -12.6% |
| 3M | -9.4% | -18.8% | +9.4% | -9.1% |
| 6M | -8.6% | -74.7% | +66.1% | -5.7% |
| YTD | -5.3% | -68.1% | +62.8% | -3.2% |
| 1Y | -5.0% | -73.5% | +68.5% | -2.5% |
| 3Y | +64.6% | -81.8% | +146.5% | +69.9% |
| All | +64.6% | -82.6% | +147.2% | +69.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling