-1.3%
IWF vs RACE
+10.6%
-11.8%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.3% | -3.9% | -0.4% |
| 7D | -4.2% | +9.9% | -14.1% | -5.9% |
| 30D | -8.1% | +12.8% | -20.9% | -10.2% |
| 3M | -5.1% | +7.4% | -12.4% | -6.4% |
| 6M | -1.4% | +27.6% | -29.0% | -6.1% |
| YTD | -0.1% | +18.4% | -18.5% | -4.7% |
| 1Y | -1.3% | +9.5% | -10.8% | -5.2% |
| All | -1.3% | +10.6% | -11.8% | -5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling