-7.7%
IWF vs BRKR
+47.8%
-55.5%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -9.0% | +2.6% | -5.4% |
| 7D | -8.9% | -6.4% | -2.5% | -8.2% |
| 30D | -14.6% | -4.0% | -10.5% | -14.2% |
| 3M | -10.8% | +10.7% | -21.6% | -11.8% |
| 6M | -8.2% | +53.0% | -61.2% | -15.4% |
| YTD | -6.5% | +23.6% | -30.1% | -12.8% |
| 1Y | -7.7% | +45.0% | -52.7% | -16.4% |
| All | -7.7% | +47.8% | -55.5% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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