+35.2%
PFE vs IWF
+412.6%
-377.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | +0.1% |
| 7D | -4.3% | +0.5% | -4.8% | -4.5% |
| 30D | +2.7% | -1.4% | +4.1% | +3.2% |
| 3M | +10.0% | +0.4% | +9.5% | +9.5% |
| 6M | +7.2% | +8.5% | -1.3% | +3.4% |
| YTD | +17.3% | +3.7% | +13.6% | +15.1% |
| 1Y | +20.3% | +8.5% | +11.8% | +15.7% |
| 3Y | -1.6% | +78.5% | -80.2% | -25.0% |
| 5Y | -21.4% | +73.6% | -95.0% | -40.7% |
| 10Y | +35.2% | +421.3% | -386.0% | -52.6% |
| All | +35.2% | +412.6% | -377.3% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded IWF 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling