+15.1%
TEAM vs IWF
-1.6%
+16.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.9% |
| 7D | -13.7% | -4.2% | -9.6% | -10.6% |
| 30D | -3.4% | -8.1% | +4.7% | +3.2% |
| 3M | +72.1% | -5.1% | +77.2% | +79.4% |
| 6M | +103.8% | -1.4% | +105.2% | +107.1% |
| YTD | +17.1% | -0.1% | +17.2% | +20.2% |
| 1Y | +15.1% | -1.3% | +16.3% | +19.1% |
| All | +15.1% | -1.6% | +16.7% | +19.1% |
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