+1,227.8%
BE vs IWF
+72.9%
+1,155.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +6.2% |
| 6M | +78.0% | +8.5% | +69.5% | +62.3% |
| YTD | +209.9% | +3.7% | +206.2% | +207.2% |
| 1Y | +389.6% | +8.5% | +381.1% | +370.8% |
| 3Y | +1,730.6% | +78.5% | +1,652.1% | +700.8% |
| 5Y | +1,227.8% | +73.6% | +1,154.2% | +561.0% |
| All | +1,227.8% | +72.9% | +1,155.0% | +561.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling