+155.4%
IWM vs RACE
+740.2%
-584.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.4% |
| 7D | +0.3% | +0.2% | +0.1% | +0.2% |
| 30D | +0.6% | +6.6% | -6.0% | -2.0% |
| 3M | -6.2% | +2.2% | -8.4% | -7.3% |
| 6M | -0.8% | +22.4% | -23.2% | -9.4% |
| YTD | +14.8% | +13.8% | +1.0% | +7.0% |
| 1Y | +16.1% | +2.2% | +13.9% | +13.2% |
| 3Y | +71.5% | +25.6% | +45.9% | +45.0% |
| 5Y | +25.8% | +71.0% | -45.2% | -10.3% |
| 10Y | +155.4% | +739.1% | -583.7% | +3.2% |
| All | +155.4% | +740.2% | -584.8% | +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