+10.1%
IWF vs XHB
-9.3%
+19.3%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.2% |
| 7D | +0.5% | -1.3% | +1.8% | +0.8% |
| 30D | -0.4% | -6.9% | +6.5% | +1.1% |
| 3M | -2.6% | -1.3% | -1.3% | -2.5% |
| 6M | +9.1% | -6.8% | +15.9% | +8.7% |
| YTD | +4.5% | +0.7% | +3.8% | +3.3% |
| 1Y | +10.1% | -11.2% | +21.3% | +9.3% |
| All | +10.1% | -9.3% | +19.3% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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