+133.1%
IBB vs RACE
+741.5%
-608.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.4% | -3.9% | +2.5% | 0.0% |
| 30D | +6.8% | +6.8% | 0.0% | +4.4% |
| 3M | +9.2% | +1.3% | +7.9% | +8.5% |
| 6M | +28.3% | +26.3% | +2.1% | +17.4% |
| YTD | +29.4% | +13.8% | +15.6% | +21.8% |
| 1Y | +33.2% | -0.5% | +33.6% | +31.5% |
| 3Y | +90.2% | +25.6% | +64.5% | +64.2% |
| 5Y | +44.0% | +67.6% | -23.6% | +7.5% |
| 10Y | +133.1% | +724.7% | -591.6% | +7.3% |
| All | +133.1% | +741.5% | -608.4% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling