-65.5%
TEAM vs IWF
+59.3%
-124.7%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.3% | -0.7% |
| 7D | -19.7% | -1.1% | -18.6% | -19.1% |
| 30D | -26.6% | -8.3% | -18.4% | -17.4% |
| 3M | -1.1% | -5.6% | +4.5% | +6.5% |
| 6M | +74.6% | -5.4% | +80.0% | +85.3% |
| YTD | -6.0% | -1.2% | -4.8% | -6.7% |
| 1Y | -3.2% | -2.7% | -0.6% | -2.1% |
| 3Y | -13.5% | +67.8% | -81.3% | -66.2% |
| 5Y | -65.5% | +60.1% | -125.6% | -83.9% |
| All | -65.5% | +59.3% | -124.7% | -83.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling