+999.1%
IWF vs UUUU
-92.0%
+1,091.0%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | +0.5% | +1.8% | -1.3% | +0.4% |
| 30D | -1.4% | +1.8% | -3.2% | -1.6% |
| 3M | +0.4% | +1.3% | -0.8% | +0.1% |
| 6M | +8.5% | -26.8% | +35.2% | +9.9% |
| YTD | +3.7% | +0.1% | +3.6% | +2.1% |
| 1Y | +8.5% | +11.2% | -2.8% | +5.1% |
| 3Y | +78.5% | +97.7% | -19.2% | +62.7% |
| 5Y | +73.6% | +127.3% | -53.7% | +53.7% |
| 10Y | +421.3% | +532.6% | -111.3% | +312.1% |
| All | +999.1% | -92.0% | +1,091.0% | +775.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling