+409.4%
IWF vs GEN
+157.3%
+252.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.1% |
| 7D | -1.7% | -4.3% | +2.6% | -0.7% |
| 30D | -1.8% | +3.8% | -5.6% | -2.8% |
| 3M | +1.5% | +22.3% | -20.8% | -3.8% |
| 6M | +7.7% | +39.0% | -31.2% | -1.6% |
| YTD | +2.7% | +11.9% | -9.2% | -1.2% |
| 1Y | +6.8% | +4.5% | +2.3% | +4.3% |
| 3Y | +76.9% | +59.0% | +17.9% | +53.8% |
| 5Y | +73.4% | +22.0% | +51.4% | +57.9% |
| All | +409.4% | +157.3% | +252.1% | +271.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling