+0.9%
AON vs IWF
-1.6%
+2.5%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.4% | +4.0% | +4.5% |
| 7D | +9.4% | -4.2% | +13.6% | +8.0% |
| 30D | +27.0% | -8.1% | +35.2% | +23.9% |
| 3M | -3.1% | -5.1% | +2.0% | -4.5% |
| 6M | +10.0% | -1.4% | +11.4% | +9.3% |
| YTD | -1.6% | -0.1% | -1.5% | -3.0% |
| 1Y | +0.9% | -1.3% | +2.1% | -0.8% |
| All | +0.9% | -1.6% | +2.5% | -0.8% |
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