+1,683.3%
BE vs IWF
+77.2%
+1,606.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.1% |
| 7D | +23.9% | +0.5% | +23.4% | +22.9% |
| 30D | +27.8% | -1.4% | +29.2% | +31.4% |
| 3M | +3.7% | +0.4% | +3.3% | +6.0% |
| 6M | +78.0% | +8.5% | +69.5% | +62.5% |
| YTD | +209.9% | +3.7% | +206.2% | +205.4% |
| 1Y | +389.6% | +8.5% | +381.1% | +372.0% |
| All | +1,683.3% | +77.2% | +1,606.1% | +787.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling