+88.9%
IWF vs BBAI
-80.9%
+169.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -7.7% | +6.6% | -1.0% |
| 7D | +2.8% | -14.0% | +16.8% | +3.1% |
| 30D | -7.5% | -12.4% | +4.8% | -7.3% |
| 3M | -8.5% | -42.8% | +34.3% | -7.5% |
| 6M | -7.4% | -54.6% | +47.2% | -6.1% |
| YTD | -2.6% | -64.6% | +62.0% | -1.0% |
| 1Y | -1.8% | -69.9% | +68.0% | 0.0% |
| 3Y | +65.5% | +7.3% | +58.2% | +64.0% |
| 5Y | +55.8% | -80.8% | +136.7% | +55.3% |
| All | +88.9% | -80.9% | +169.8% | +87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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