+49.9%
TRV vs IWF
-1.6%
+51.5%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.1% | +3.6% |
| 7D | +3.9% | -4.2% | +8.0% | +2.9% |
| 30D | +13.5% | -8.1% | +21.6% | +11.3% |
| 3M | +8.9% | -5.1% | +13.9% | +7.6% |
| 6M | +36.8% | -1.4% | +38.2% | +35.6% |
| YTD | +42.7% | -0.1% | +42.8% | +40.0% |
| 1Y | +49.9% | -1.3% | +51.1% | +46.9% |
| All | +49.9% | -1.6% | +51.5% | +46.9% |
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 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