+387.3%
IWF vs BEN
+58.7%
+328.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.6% | -1.3% |
| 7D | +2.8% | +6.8% | -4.0% | +0.4% |
| 30D | -7.5% | +18.0% | -25.5% | -12.9% |
| 3M | -8.5% | +7.5% | -16.0% | -11.0% |
| 6M | -7.4% | +14.7% | -22.1% | -12.2% |
| YTD | -2.6% | +56.1% | -58.7% | -17.7% |
| 1Y | -1.8% | +69.6% | -71.4% | -19.5% |
| 3Y | +65.5% | +87.7% | -22.2% | +26.6% |
| 5Y | +55.8% | +28.6% | +27.2% | +33.6% |
| All | +387.3% | +58.7% | +328.5% | +259.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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