+74.2%
IWD vs RACE
+68.9%
+5.3%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -0.6% | -3.9% | +3.3% | +0.4% |
| 30D | +3.6% | +6.8% | -3.2% | +1.9% |
| 3M | +2.7% | +1.3% | +1.3% | +2.2% |
| 6M | +13.2% | +26.3% | -13.1% | +6.2% |
| YTD | +26.8% | +13.8% | +13.0% | +21.5% |
| 1Y | +29.3% | -0.5% | +29.7% | +28.4% |
| 3Y | +85.1% | +25.6% | +59.5% | +63.3% |
| 5Y | +74.2% | +67.6% | +6.6% | +30.2% |
| All | +74.2% | +68.9% | +5.3% | +30.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling