-1.3%
IWF vs XPO
+38.8%
-40.0%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.6% |
| 7D | -4.2% | +3.5% | -7.7% | -4.6% |
| 30D | -8.1% | +2.8% | -11.0% | -8.5% |
| 3M | -5.1% | -7.5% | +2.4% | -4.2% |
| 6M | -1.4% | -5.9% | +4.5% | -0.9% |
| YTD | -0.1% | +38.4% | -38.5% | -3.1% |
| 1Y | -1.3% | +33.7% | -35.0% | -4.0% |
| All | -1.3% | +38.8% | -40.0% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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