+7.0%
IWF vs FWONK
-3.0%
+10.0%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | -1.7% | -7.7% | +6.0% | -1.3% |
| 3M | +0.7% | +5.7% | -5.1% | -0.3% |
| 6M | +8.6% | +13.5% | -4.9% | +6.8% |
| YTD | +3.5% | -3.0% | +6.5% | +2.0% |
| 1Y | +7.0% | -6.4% | +13.4% | +6.4% |
| All | +7.0% | -3.0% | +10.0% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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