+410.9%
IWF vs RACE
+793.3%
-382.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.1% |
| 7D | +1.5% | -1.0% | +2.5% | +1.9% |
| 30D | -1.3% | -1.5% | +0.3% | -0.7% |
| 3M | +0.1% | +15.5% | -15.3% | -6.2% |
| 6M | +10.3% | +17.3% | -7.0% | +2.1% |
| YTD | +4.2% | +11.1% | -7.0% | -2.0% |
| 1Y | +9.3% | -14.3% | +23.6% | +13.8% |
| 3Y | +79.3% | +40.2% | +39.2% | +42.3% |
| 5Y | +73.8% | +92.6% | -18.8% | +16.4% |
| 10Y | +410.9% | +786.6% | -375.7% | +107.6% |
| All | +410.9% | +793.3% | -382.4% | +107.6% |
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