+724.7%
RACE vs IAG
+370.6%
+354.1%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.2% |
| 7D | -3.9% | +3.4% | -7.3% | -4.1% |
| 30D | +6.8% | -2.7% | +9.5% | +6.9% |
| 3M | +1.3% | -0.5% | +1.8% | +1.1% |
| 6M | +26.3% | -4.8% | +31.1% | +26.0% |
| YTD | +13.8% | +9.6% | +4.2% | +11.9% |
| 1Y | -0.5% | +32.2% | -32.6% | -3.4% |
| 3Y | +25.6% | +692.5% | -666.9% | +6.3% |
| 5Y | +67.6% | +447.6% | -380.0% | +39.8% |
| 10Y | +724.7% | +403.3% | +321.3% | +582.1% |
| All | +724.7% | +370.6% | +354.1% | +582.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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