+65.5%
IWF vs BBAI
+24.0%
+41.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -7.7% | +6.6% | -0.6% |
| 7D | +2.8% | -14.0% | +16.8% | +3.8% |
| 30D | -7.5% | -12.4% | +4.8% | -6.8% |
| 3M | -8.5% | -42.8% | +34.3% | -5.2% |
| 6M | -7.4% | -54.6% | +47.2% | -3.0% |
| YTD | -2.6% | -64.6% | +62.0% | +2.9% |
| 1Y | -1.8% | -69.9% | +68.0% | +4.3% |
| 3Y | +65.5% | +7.3% | +58.2% | +53.9% |
| All | +65.5% | +24.0% | +41.4% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling