+73.4%
IWF vs BEN
+36.2%
+37.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.4% |
| 7D | -1.7% | +0.3% | -2.0% | -1.9% |
| 30D | -1.8% | +0.9% | -2.7% | -2.3% |
| 3M | +1.5% | +9.2% | -7.7% | -2.2% |
| 6M | +7.7% | +36.8% | -29.1% | -5.5% |
| YTD | +2.7% | +44.4% | -41.7% | -12.1% |
| 1Y | +6.8% | +45.8% | -39.1% | -9.3% |
| 3Y | +76.9% | +52.5% | +24.3% | +41.9% |
| 5Y | +73.4% | +37.7% | +35.7% | +39.8% |
| All | +73.4% | +36.2% | +37.1% | +39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling