+565.8%
PLTR vs IWF
+73.3%
+492.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -1.7% |
| 7D | -5.3% | +1.5% | -6.8% | -7.8% |
| 30D | -1.0% | -1.3% | +0.3% | +1.4% |
| 3M | +24.8% | +0.1% | +24.7% | +24.7% |
| 6M | +8.4% | +10.3% | -1.9% | -9.3% |
| YTD | -4.2% | +4.2% | -8.3% | -10.7% |
| 1Y | +9.1% | +9.3% | -0.2% | -5.8% |
| 3Y | +1,025.6% | +79.3% | +946.2% | +312.8% |
| 5Y | +565.8% | +73.8% | +492.0% | +186.0% |
| All | +565.8% | +73.3% | +492.4% | +186.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 5y: compounded portfolio wealth divided by compounded IWF 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…
5y analysis · Full analysis span regression · 6 months rolling