+410.9%
IWF vs STLD
+1,072.4%
-661.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.1% |
| 7D | +1.5% | +2.7% | -1.2% | +0.8% |
| 30D | -1.3% | -8.4% | +7.2% | +0.7% |
| 3M | +0.1% | -9.9% | +10.0% | +2.1% |
| 6M | +10.3% | +33.0% | -22.8% | +1.5% |
| YTD | +4.2% | +42.6% | -38.4% | -6.2% |
| 1Y | +9.3% | +80.8% | -71.4% | -7.6% |
| 3Y | +79.3% | +143.4% | -64.1% | +37.7% |
| 5Y | +73.8% | +293.4% | -219.6% | +14.3% |
| 10Y | +410.9% | +1,080.4% | -669.5% | +138.0% |
| All | +410.9% | +1,072.4% | -661.5% | +138.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded STLD 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling