+410.9%
IWF vs ACGL
+263.8%
+147.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.5% |
| 7D | +1.5% | -2.9% | +4.4% | +2.4% |
| 30D | -1.3% | -2.8% | +1.5% | -0.4% |
| 3M | +0.1% | +6.8% | -6.7% | -2.5% |
| 6M | +10.3% | -1.5% | +11.8% | +10.0% |
| YTD | +4.2% | -0.2% | +4.4% | +3.1% |
| 1Y | +9.3% | +5.3% | +4.0% | +5.9% |
| 3Y | +79.3% | +30.3% | +49.1% | +56.6% |
| 5Y | +73.8% | +151.8% | -78.0% | +14.5% |
| 10Y | +410.9% | +266.9% | +144.0% | +184.4% |
| All | +410.9% | +263.8% | +147.1% | +184.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ACGL 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling