-14.3%
RACE vs IAG
+100.7%
-115.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.8% |
| 7D | -1.0% | +4.3% | -5.3% | -1.5% |
| 30D | -1.5% | +9.8% | -11.3% | -2.7% |
| 3M | +15.5% | +28.9% | -13.4% | +11.7% |
| 6M | +17.3% | -7.6% | +24.9% | +15.2% |
| YTD | +11.1% | +22.0% | -10.8% | +7.5% |
| 1Y | -14.3% | +99.5% | -113.8% | -17.5% |
| All | -14.3% | +100.7% | -115.0% | -17.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling