+255.1%
SNXX vs IWF
+7.5%
+247.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.9% | -7.0% | -2.4% |
| 7D | +16.8% | -1.7% | +18.5% | +29.6% |
| 30D | +65.3% | -1.8% | +67.1% | +88.2% |
| 3M | -34.8% | +1.5% | -36.2% | -22.6% |
| 6M | +255.1% | +7.7% | +247.4% | +246.8% |
| All | +255.1% | +7.5% | +247.7% | +246.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling