+10.1%
IWF vs BB
+105.3%
-95.2%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.5% | -5.6% | +6.2% | +1.2% |
| 30D | -0.4% | -11.8% | +11.4% | +0.9% |
| 3M | -2.6% | -25.5% | +22.9% | +0.3% |
| 6M | +9.1% | +121.3% | -112.1% | -2.9% |
| YTD | +4.5% | +103.2% | -98.7% | -6.2% |
| 1Y | +10.1% | +102.6% | -92.5% | +1.4% |
| All | +10.1% | +105.3% | -95.2% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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