+7.0%
IWF vs TRGP
+82.5%
-75.4%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.7% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | -1.7% | +8.0% | -9.8% | -1.0% |
| 3M | +0.7% | +8.3% | -7.6% | +1.5% |
| 6M | +8.6% | +23.9% | -15.4% | +9.7% |
| YTD | +3.5% | +59.6% | -56.1% | +4.7% |
| 1Y | +7.0% | +79.4% | -72.4% | +7.6% |
| All | +7.0% | +82.5% | -75.4% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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