+65.5%
IWF vs SPXU
-80.6%
+146.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -0.6% |
| 7D | +2.8% | -7.6% | +10.4% | -0.3% |
| 30D | -7.5% | +5.3% | -12.9% | -4.4% |
| 3M | -8.5% | +9.6% | -18.1% | -3.4% |
| 6M | -7.4% | -4.5% | -2.9% | -6.5% |
| YTD | -2.6% | -25.9% | +23.2% | -9.9% |
| 1Y | -1.8% | -28.9% | +27.0% | -10.4% |
| 3Y | +65.5% | -80.5% | +145.9% | +2.7% |
| All | +65.5% | -80.6% | +146.0% | +2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling