+201.7%
IWD vs RACE
+729.2%
-527.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.2% |
| 7D | +2.3% | -1.2% | +3.5% | +2.6% |
| 30D | +3.6% | +6.1% | -2.6% | +1.6% |
| 3M | +2.2% | -0.3% | +2.4% | +2.1% |
| 6M | +13.0% | +23.4% | -10.5% | +5.0% |
| YTD | +26.5% | +12.5% | +14.0% | +20.3% |
| 1Y | +30.1% | -0.5% | +30.6% | +28.7% |
| 3Y | +84.9% | +23.6% | +61.2% | +62.6% |
| 5Y | +73.4% | +65.4% | +7.9% | +33.5% |
| All | +201.7% | +729.2% | -527.5% | +49.8% |
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