-1.3%
IWF vs SWK
+87.6%
-88.9%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +13.1% | -12.7% | -1.4% |
| 7D | -4.2% | +17.9% | -22.0% | -6.6% |
| 30D | -8.1% | +31.9% | -40.1% | -12.2% |
| 3M | -5.1% | +16.6% | -21.6% | -7.3% |
| 6M | -1.4% | +61.1% | -62.6% | -8.9% |
| YTD | -0.1% | +64.2% | -64.3% | -9.0% |
| 1Y | -1.3% | +85.2% | -86.5% | -12.0% |
| All | -1.3% | +87.6% | -88.9% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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