+671.1%
IWF vs GEN
+988.5%
-317.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.4% | -3.5% | -1.7% |
| 7D | +2.8% | +2.0% | +0.8% | +2.3% |
| 30D | -7.5% | +27.7% | -35.3% | -13.5% |
| 3M | -8.5% | +3.3% | -11.7% | -10.3% |
| 6M | -7.4% | +31.8% | -39.2% | -15.1% |
| YTD | -2.6% | +13.5% | -16.1% | -7.9% |
| 1Y | -1.8% | +16.0% | -17.9% | -7.7% |
| 3Y | +65.5% | +70.6% | -5.1% | +39.2% |
| 5Y | +55.8% | +32.1% | +23.7% | +37.5% |
| 10Y | +384.9% | +153.4% | +231.5% | +240.9% |
| All | +671.1% | +988.5% | -317.4% | +196.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling