+166.7%
IJR vs RACE
+832.2%
-665.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -1.5% |
| 7D | -2.3% | -2.2% | -0.1% | -1.5% |
| 30D | -4.7% | -0.4% | -4.3% | -4.7% |
| 3M | +2.1% | +17.9% | -15.8% | -4.6% |
| 6M | +13.9% | +19.3% | -5.4% | +5.3% |
| YTD | +18.2% | +11.9% | +6.4% | +11.5% |
| 1Y | +21.8% | -12.7% | +34.5% | +25.7% |
| 3Y | +52.2% | +41.1% | +11.1% | +23.3% |
| 5Y | +40.1% | +94.1% | -53.9% | -3.4% |
| All | +166.7% | +832.2% | -665.6% | +3.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling