+383.3%
IWF vs RACE
+738.3%
-355.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.7% | +2.3% | +2.6% |
| 7D | -1.0% | +3.9% | -5.0% | -2.6% |
| 30D | -10.1% | +7.4% | -17.5% | -12.8% |
| 3M | -7.6% | +1.6% | -9.2% | -8.5% |
| 6M | -6.7% | +23.3% | -30.1% | -15.4% |
| YTD | -2.5% | +14.7% | -17.2% | -9.7% |
| 1Y | -2.1% | +2.5% | -4.6% | -4.8% |
| 3Y | +68.6% | +28.0% | +40.7% | +40.1% |
| 5Y | +55.8% | +69.8% | -14.0% | +10.0% |
| 10Y | +383.3% | +734.9% | -351.6% | +106.7% |
| All | +383.3% | +738.3% | -355.0% | +106.7% |
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