+10.1%
IWF vs STT
+75.3%
-65.2%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +0.5% | +0.5% | +0.1% | +0.4% |
| 30D | -0.4% | +3.9% | -4.2% | -1.6% |
| 3M | -2.6% | +20.0% | -22.6% | -8.3% |
| 6M | +9.1% | +55.3% | -46.2% | -6.1% |
| YTD | +4.5% | +53.3% | -48.9% | -10.3% |
| 1Y | +10.1% | +74.7% | -64.6% | -8.8% |
| All | +10.1% | +75.3% | -65.2% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 1y: compounded portfolio wealth divided by compounded STT 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…
1y analysis · Full analysis span regression · 6 months rolling