+1,182.3%
IWF vs BLDR
+414.6%
+767.7%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | -0.4% |
| 7D | +0.5% | -2.8% | +3.4% | +0.9% |
| 30D | -0.4% | -13.3% | +12.9% | +1.5% |
| 3M | -2.6% | -12.3% | +9.6% | -1.3% |
| 6M | +9.1% | -31.5% | +40.6% | +14.2% |
| YTD | +4.5% | -36.1% | +40.5% | +10.0% |
| 1Y | +10.1% | -54.1% | +64.2% | +21.0% |
| 3Y | +77.6% | -55.8% | +133.4% | +91.8% |
| 5Y | +73.7% | +20.7% | +53.0% | +60.9% |
| 10Y | +411.5% | +390.2% | +21.3% | +274.8% |
| All | +1,182.3% | +414.6% | +767.7% | +600.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 all: compounded portfolio wealth divided by compounded BLDR 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…
all analysis · Full analysis span regression · 6 months rolling