+202.4%
IWD vs RACE
+740.2%
-537.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.2% |
| 7D | +1.6% | +0.2% | +1.3% | +1.5% |
| 30D | +3.6% | +6.6% | -3.0% | +1.5% |
| 3M | +2.0% | +2.2% | -0.2% | +1.2% |
| 6M | +13.1% | +22.4% | -9.3% | +5.4% |
| YTD | +26.2% | +13.8% | +12.4% | +19.6% |
| 1Y | +29.6% | +2.2% | +27.4% | +27.0% |
| 3Y | +84.3% | +25.6% | +58.7% | +61.3% |
| 5Y | +73.4% | +71.0% | +2.4% | +32.1% |
| 10Y | +202.4% | +739.1% | -536.6% | +54.0% |
| All | +202.4% | +740.2% | -537.7% | +54.0% |
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