+10.1%
IWF vs UUUU
+27.9%
-17.9%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.1% |
| 7D | +0.5% | -1.4% | +1.9% | +0.6% |
| 30D | -0.4% | +16.3% | -16.7% | -1.7% |
| 3M | -2.6% | -16.7% | +14.1% | -2.1% |
| 6M | +9.1% | -33.7% | +42.8% | +10.2% |
| YTD | +4.5% | -0.5% | +5.0% | +3.7% |
| 1Y | +10.1% | +28.9% | -18.8% | +8.7% |
| All | +10.1% | +27.9% | -17.9% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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