-7.7%
IWF vs BBIO
+21.0%
-28.7%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.6% | -1.7% | -5.9% |
| 7D | -8.9% | +5.0% | -13.9% | -9.3% |
| 30D | -14.6% | +10.9% | -25.5% | -15.4% |
| 3M | -10.8% | -9.4% | -1.4% | -9.8% |
| 6M | -8.2% | +8.0% | -16.2% | -9.3% |
| YTD | -6.5% | -2.9% | -3.6% | -7.2% |
| 1Y | -7.7% | +18.5% | -26.2% | -12.7% |
| All | -7.7% | +21.0% | -28.7% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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