+625.9%
TEAM vs IWF
+407.5%
+218.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.3% | -0.2% |
| 7D | -19.7% | -1.1% | -18.6% | -19.1% |
| 30D | -26.6% | -8.3% | -18.4% | -18.7% |
| 3M | -1.1% | -5.6% | +4.5% | +5.5% |
| 6M | +74.6% | -5.4% | +80.0% | +84.2% |
| YTD | -6.0% | -1.2% | -4.8% | -6.2% |
| 1Y | -3.2% | -2.7% | -0.6% | -1.9% |
| 3Y | -13.5% | +67.8% | -81.3% | -56.9% |
| 5Y | -65.5% | +60.1% | -125.6% | -80.6% |
| 10Y | +454.5% | +392.2% | +62.4% | -19.4% |
| All | +625.9% | +407.5% | +218.4% | -2.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling