+67.3%
IWF vs BEN
+85.5%
-18.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | 0.0% |
| 7D | +5.3% | +11.3% | -6.0% | +1.8% |
| 30D | -8.6% | +15.0% | -23.6% | -12.4% |
| 3M | -6.5% | +7.8% | -14.4% | -8.8% |
| 6M | -5.6% | +15.5% | -21.1% | -9.9% |
| YTD | -1.5% | +55.4% | -56.9% | -14.3% |
| 1Y | -2.8% | +63.3% | -66.1% | -16.7% |
| All | +67.3% | +85.5% | -18.2% | +33.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling