+84.9%
IWD vs RACE
+24.7%
+60.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | 0.0% |
| 7D | +2.3% | -1.2% | +3.5% | +2.5% |
| 30D | +3.6% | +6.1% | -2.6% | +2.6% |
| 3M | +2.2% | -0.3% | +2.4% | +2.1% |
| 6M | +13.0% | +23.4% | -10.5% | +8.8% |
| YTD | +26.5% | +12.5% | +14.0% | +23.3% |
| 1Y | +30.1% | -0.5% | +30.6% | +29.5% |
| 3Y | +84.9% | +23.6% | +61.2% | +75.9% |
| All | +84.9% | +24.7% | +60.2% | +75.9% |
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