+143.5%
IWM vs RACE
+729.2%
-585.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.9% |
| 7D | +1.4% | -1.2% | +2.6% | +1.9% |
| 30D | +2.3% | +6.1% | -3.9% | -0.2% |
| 3M | -8.3% | -0.3% | -8.0% | -8.4% |
| 6M | -1.3% | +23.4% | -24.8% | -10.2% |
| YTD | +13.5% | +12.5% | +1.0% | +6.3% |
| 1Y | +18.4% | -0.5% | +18.9% | +16.7% |
| 3Y | +69.6% | +23.6% | +46.0% | +44.3% |
| 5Y | +23.3% | +65.4% | -42.2% | -10.8% |
| All | +143.5% | +729.2% | -585.6% | -3.2% |
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 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