+727.5%
IWF vs WCC
+3,693.4%
-2,965.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.9% | -3.9% | -0.9% |
| 7D | +0.5% | +4.5% | -3.9% | -0.5% |
| 30D | -0.4% | -5.8% | +5.4% | +0.9% |
| 3M | -2.6% | -3.7% | +1.0% | -2.2% |
| 6M | +9.1% | +23.1% | -13.9% | +2.9% |
| YTD | +4.5% | +44.2% | -39.7% | -5.4% |
| 1Y | +10.1% | +62.1% | -52.0% | -3.4% |
| 3Y | +77.6% | +121.1% | -43.5% | +39.6% |
| 5Y | +73.7% | +214.0% | -140.2% | +22.3% |
| 10Y | +411.5% | +472.8% | -61.2% | +185.6% |
| All | +727.5% | +3,693.4% | -2,965.9% | +169.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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