+727.5%
IWF vs GEN
+997.4%
-269.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.5% |
| 7D | +0.5% | -1.2% | +1.7% | +0.8% |
| 30D | -0.4% | +10.1% | -10.5% | -2.9% |
| 3M | -2.6% | +16.1% | -18.7% | -6.6% |
| 6M | +9.1% | +38.9% | -29.7% | -0.6% |
| YTD | +4.5% | +14.4% | -10.0% | -0.3% |
| 1Y | +10.1% | +5.9% | +4.2% | +7.0% |
| 3Y | +77.6% | +58.8% | +18.9% | +53.6% |
| 5Y | +73.7% | +24.7% | +49.1% | +57.0% |
| 10Y | +411.5% | +163.1% | +248.5% | +259.8% |
| All | +727.5% | +997.4% | -269.9% | +220.5% |
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