+79.7%
IWD vs RACE
+28.1%
+51.6%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.1% |
| 7D | -0.5% | +5.1% | -5.5% | -1.3% |
| 30D | +2.7% | +7.7% | -5.0% | +1.4% |
| 3M | +0.9% | +2.2% | -1.3% | +0.4% |
| 6M | +10.5% | +23.8% | -13.2% | +6.4% |
| YTD | +23.7% | +13.9% | +9.8% | +20.3% |
| 1Y | +28.7% | +3.8% | +25.0% | +27.2% |
| 3Y | +79.7% | +28.0% | +51.7% | +70.0% |
| All | +79.7% | +28.1% | +51.6% | +70.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling