+7.0%
IWF vs ZBRA
+14.4%
-7.4%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.1% | +0.5% |
| 7D | -0.9% | -3.4% | +2.5% | -0.4% |
| 30D | -1.7% | -7.4% | +5.7% | -0.7% |
| 3M | +0.7% | +57.5% | -56.8% | -6.6% |
| 6M | +8.6% | +64.0% | -55.4% | -0.3% |
| YTD | +3.5% | +44.3% | -40.8% | -3.7% |
| 1Y | +7.0% | +10.9% | -3.8% | +2.1% |
| All | +7.0% | +14.4% | -7.4% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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