+4.3%
ACN vs IWF
-3.5%
+7.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.5% |
| 7D | -5.7% | +5.3% | -11.0% | -4.6% |
| 30D | +17.0% | -8.6% | +25.6% | +15.6% |
| 3M | +39.9% | -6.5% | +46.4% | +38.2% |
| 6M | +50.2% | -5.6% | +55.8% | +50.5% |
| YTD | -4.2% | -1.5% | -2.6% | -5.0% |
| 1Y | +4.3% | -2.8% | +7.1% | +3.5% |
| All | +4.3% | -3.5% | +7.8% | +3.5% |
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