+1,349.8%
IWF vs SPXU
-100.0%
+1,449.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | +0.4% |
| 7D | +0.5% | -0.1% | +0.7% | +0.5% |
| 30D | -0.4% | +0.8% | -1.2% | 0.0% |
| 3M | -2.6% | -4.7% | +2.1% | -3.1% |
| 6M | +9.1% | -29.6% | +38.8% | -1.5% |
| YTD | +4.5% | -29.9% | +34.4% | -5.3% |
| 1Y | +10.1% | -39.1% | +49.2% | -4.2% |
| 3Y | +77.6% | -80.0% | +157.6% | +17.5% |
| 5Y | +73.7% | -86.0% | +159.8% | +20.5% |
| 10Y | +411.5% | -99.5% | +511.1% | +64.4% |
| All | +1,349.8% | -100.0% | +1,449.7% | +78.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling