+1,080.8%
IWF vs WU
-19.6%
+1,100.4%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +0.9% | +0.3% |
| 7D | +0.5% | -0.8% | +1.4% | +0.8% |
| 30D | -0.4% | -1.1% | +0.7% | -0.1% |
| 3M | -2.6% | -3.9% | +1.2% | -2.9% |
| 6M | +9.1% | -20.7% | +29.8% | +16.0% |
| YTD | +4.5% | -18.4% | +22.8% | +9.6% |
| 1Y | +10.1% | -8.1% | +18.2% | +9.8% |
| 3Y | +77.6% | -24.2% | +101.8% | +85.2% |
| 5Y | +73.7% | -50.4% | +124.2% | +107.4% |
| 10Y | +411.5% | -40.0% | +451.6% | +446.8% |
| All | +1,080.8% | -19.6% | +1,100.4% | +911.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling