+71.2%
SU vs IWF
+10.9%
+60.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +3.6% | +0.5% | +3.0% | +3.7% |
| 30D | +7.9% | -0.4% | +8.3% | +7.8% |
| 3M | +3.5% | -2.6% | +6.1% | +3.2% |
| 6M | +19.0% | +9.1% | +9.8% | +22.2% |
| YTD | +55.0% | +4.5% | +50.5% | +59.2% |
| 1Y | +71.2% | +10.1% | +61.1% | +80.5% |
| All | +71.2% | +10.9% | +60.3% | +80.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling