+410.9%
IWF vs AMC
-98.9%
+509.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | -0.2% |
| 7D | +1.5% | -0.8% | +2.3% | +1.5% |
| 30D | -1.3% | -1.2% | -0.1% | -1.3% |
| 3M | +0.1% | +42.2% | -42.1% | -1.0% |
| 6M | +10.3% | +118.8% | -108.5% | +7.8% |
| YTD | +4.2% | +64.1% | -60.0% | +2.4% |
| 1Y | +9.3% | -9.5% | +18.9% | +8.7% |
| 3Y | +79.3% | -64.3% | +143.7% | +79.4% |
| 5Y | +73.8% | -99.5% | +173.2% | +82.2% |
| 10Y | +410.9% | -98.9% | +509.8% | +410.6% |
| All | +410.9% | -98.9% | +509.8% | +410.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling