+205.1%
IWD vs RACE
+740.1%
-535.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | +0.1% |
| 7D | -0.5% | +5.1% | -5.5% | -2.0% |
| 30D | +2.7% | +7.7% | -5.0% | +0.3% |
| 3M | +0.9% | +2.2% | -1.3% | 0.0% |
| 6M | +10.5% | +23.8% | -13.2% | +2.7% |
| YTD | +23.7% | +13.9% | +9.8% | +17.2% |
| 1Y | +28.7% | +3.8% | +25.0% | +25.6% |
| 3Y | +79.7% | +28.0% | +51.7% | +56.2% |
| 5Y | +69.7% | +64.9% | +4.8% | +31.0% |
| All | +205.1% | +740.1% | -535.0% | +58.8% |
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