+1,345.2%
IWF vs SPXU
-100.0%
+1,445.2%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | +0.3% |
| 7D | +1.5% | -1.5% | +3.0% | +1.0% |
| 30D | -1.3% | +3.7% | -5.0% | +0.2% |
| 3M | +0.1% | -9.6% | +9.7% | -2.4% |
| 6M | +10.3% | -32.4% | +42.6% | -1.9% |
| YTD | +4.2% | -28.7% | +32.8% | -5.0% |
| 1Y | +9.3% | -38.2% | +47.5% | -4.4% |
| 3Y | +79.3% | -80.4% | +159.8% | +17.7% |
| 5Y | +73.8% | -86.0% | +159.8% | +20.7% |
| 10Y | +410.9% | -99.5% | +510.4% | +65.3% |
| All | +1,345.2% | -100.0% | +1,445.2% | +78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SPXU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling