-11.5%
BA vs IWF
-3.4%
-8.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.9% | -3.5% | -2.3% |
| 7D | -1.7% | -1.0% | -0.7% | -1.2% |
| 30D | -9.5% | -10.1% | +0.6% | -3.1% |
| 3M | -26.5% | -7.6% | -18.9% | -22.9% |
| 6M | -27.4% | -6.7% | -20.6% | -24.6% |
| YTD | -20.6% | -2.5% | -18.1% | -22.5% |
| All | -11.5% | -3.4% | -8.1% | -12.6% |
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