+75.1%
IWF vs SPXU
-86.1%
+161.2%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | -0.2% |
| 7D | -0.9% | +2.5% | -3.4% | +0.1% |
| 30D | -1.7% | +4.2% | -5.9% | +0.1% |
| 3M | +0.7% | -9.3% | +9.9% | -2.3% |
| 6M | +8.6% | -30.7% | +39.3% | -4.2% |
| YTD | +3.5% | -28.1% | +31.6% | -6.6% |
| 1Y | +7.0% | -35.2% | +42.3% | -6.5% |
| 3Y | +76.3% | -79.9% | +156.3% | +9.2% |
| All | +75.1% | -86.1% | +161.2% | +14.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling