+9.0%
IWF vs IBB
+45.7%
-36.7%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.8% | +0.3% |
| 7D | +1.5% | -1.7% | +3.1% | +2.0% |
| 30D | -1.3% | +4.9% | -6.1% | -2.9% |
| 3M | +0.1% | +24.2% | -24.1% | -7.9% |
| 6M | +10.3% | +23.8% | -13.6% | +1.3% |
| YTD | +4.2% | +23.0% | -18.8% | -4.2% |
| All | +9.0% | +45.7% | -36.7% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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