+144.0%
IWF vs LCID
-95.4%
+239.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.8% | -0.2% |
| 7D | +0.5% | -6.6% | +7.1% | +1.1% |
| 30D | -0.4% | -30.1% | +29.8% | +2.3% |
| 3M | -2.6% | -17.6% | +15.0% | -2.4% |
| 6M | +9.1% | -54.4% | +63.6% | +14.2% |
| YTD | +4.5% | -55.7% | +60.2% | +9.1% |
| 1Y | +10.1% | -71.0% | +81.1% | +18.4% |
| 3Y | +77.6% | -92.6% | +170.3% | +104.6% |
| 5Y | +73.7% | -97.6% | +171.3% | +114.2% |
| All | +144.0% | -95.4% | +239.5% | +211.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 all: compounded portfolio wealth divided by compounded LCID 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…
all analysis · Full analysis span regression · 6 months rolling