+73.6%
IWF vs WU
-51.4%
+125.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.3% |
| 7D | +0.5% | -4.9% | +5.5% | +1.6% |
| 30D | -1.4% | -1.3% | -0.1% | -1.2% |
| 3M | +0.4% | -3.6% | +4.0% | 0.0% |
| 6M | +8.5% | -24.3% | +32.8% | +14.1% |
| YTD | +3.7% | -21.1% | +24.8% | +7.7% |
| 1Y | +8.5% | -10.3% | +18.8% | +8.6% |
| 3Y | +78.5% | -28.4% | +106.9% | +85.7% |
| 5Y | +73.6% | -51.2% | +124.9% | +97.0% |
| All | +73.6% | -51.4% | +125.1% | +97.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling