+721.2%
IWF vs EIX
+534.1%
+187.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.2% | +2.7% | +0.2% |
| 7D | +0.5% | +4.1% | -3.5% | -0.4% |
| 30D | -1.4% | -15.3% | +13.9% | +1.0% |
| 3M | +0.4% | -18.4% | +18.9% | +3.5% |
| 6M | +8.5% | -16.8% | +25.3% | +11.1% |
| YTD | +3.7% | -0.6% | +4.2% | +1.8% |
| 1Y | +8.5% | +10.7% | -2.2% | +3.8% |
| 3Y | +78.5% | -4.5% | +83.0% | +73.5% |
| 5Y | +73.6% | +24.0% | +49.6% | +58.3% |
| 10Y | +421.3% | +22.9% | +398.4% | +359.8% |
| All | +721.2% | +534.1% | +187.0% | +441.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded EIX 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling