+494.4%
TEAM vs IWF
+422.7%
+71.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.9% |
| 7D | -5.2% | -0.9% | -4.3% | -4.1% |
| 30D | +15.8% | -1.7% | +17.5% | +18.4% |
| 3M | +101.5% | +0.7% | +100.8% | +98.1% |
| 6M | +138.2% | +8.6% | +129.6% | +112.6% |
| YTD | +10.8% | +3.5% | +7.3% | +5.2% |
| 1Y | +1.7% | +7.0% | -5.3% | -8.0% |
| 3Y | -16.0% | +76.3% | -92.4% | -60.1% |
| 5Y | -52.7% | +74.8% | -127.5% | -75.8% |
| All | +494.4% | +422.7% | +71.7% | -12.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling