+1,103.6%
IWF vs XHB
+173.9%
+929.7%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.4% |
| 7D | +0.5% | -1.3% | +1.8% | +1.1% |
| 30D | -0.4% | -6.9% | +6.5% | +2.7% |
| 3M | -2.6% | -1.3% | -1.3% | -2.5% |
| 6M | +9.1% | -6.8% | +15.9% | +11.6% |
| YTD | +4.5% | +0.7% | +3.8% | +2.8% |
| 1Y | +10.1% | -11.2% | +21.3% | +14.2% |
| 3Y | +77.6% | +25.3% | +52.3% | +53.6% |
| 5Y | +73.7% | +37.3% | +36.4% | +42.8% |
| 10Y | +411.5% | +211.5% | +200.0% | +185.8% |
| All | +1,103.6% | +173.9% | +929.7% | +447.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling