+7.0%
IWF vs AHR
+26.4%
-19.3%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +0.7% |
| 7D | -0.9% | -2.1% | +1.2% | -1.0% |
| 30D | -1.7% | +1.9% | -3.6% | -1.7% |
| 3M | +0.7% | +15.7% | -15.0% | +0.6% |
| 6M | +8.6% | +2.5% | +6.0% | +8.9% |
| YTD | +3.5% | +15.0% | -11.5% | +3.8% |
| 1Y | +7.0% | +28.1% | -21.1% | +6.7% |
| All | +7.0% | +26.4% | -19.3% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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