+169.5%
IWF vs ACI
+17.4%
+152.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.3% | -0.9% |
| 7D | -1.7% | -7.1% | +5.4% | -1.3% |
| 30D | -1.8% | -4.5% | +2.6% | -1.6% |
| 3M | +1.5% | -22.3% | +23.7% | +2.8% |
| 6M | +7.7% | -28.4% | +36.1% | +9.5% |
| YTD | +2.7% | -29.5% | +32.2% | +4.4% |
| 1Y | +6.8% | -34.2% | +41.0% | +9.1% |
| 3Y | +76.9% | -45.7% | +122.5% | +83.2% |
| 5Y | +73.4% | -40.8% | +114.2% | +76.6% |
| All | +169.5% | +17.4% | +152.1% | +151.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ACI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling