+10.1%
IWF vs FND
-36.4%
+46.4%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.2% |
| 7D | +0.5% | -5.2% | +5.8% | +1.1% |
| 30D | -0.4% | -19.9% | +19.5% | +2.1% |
| 3M | -2.6% | +2.7% | -5.3% | -3.4% |
| 6M | +9.1% | -21.7% | +30.8% | +10.7% |
| YTD | +4.5% | -17.5% | +22.0% | +5.4% |
| 1Y | +10.1% | -39.3% | +49.4% | +12.6% |
| All | +10.1% | -36.4% | +46.4% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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