-14.6%
TEAM vs IWF
+79.6%
-94.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.3% | -6.6% | -6.6% |
| 7D | -5.7% | +1.5% | -7.2% | -7.1% |
| 30D | +18.3% | -1.3% | +19.6% | +20.1% |
| 3M | +80.2% | +0.1% | +80.1% | +79.3% |
| 6M | +111.0% | +10.3% | +100.7% | +88.6% |
| YTD | +8.8% | +4.2% | +4.7% | +4.0% |
| 1Y | +2.2% | +9.3% | -7.2% | -8.1% |
| 3Y | -14.6% | +79.3% | -94.0% | -57.6% |
| All | -14.6% | +79.6% | -94.2% | -57.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling