+658.9%
GWW vs RACE
+738.3%
-79.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.5% |
| 7D | +5.3% | +3.9% | +1.3% | +4.1% |
| 30D | +12.4% | +7.4% | +5.0% | +10.1% |
| 3M | +13.7% | +1.6% | +12.1% | +13.0% |
| 6M | +18.0% | +23.3% | -5.3% | +10.1% |
| YTD | +44.6% | +14.7% | +29.9% | +37.0% |
| 1Y | +53.1% | +2.5% | +50.6% | +50.1% |
| 3Y | +90.2% | +28.0% | +62.2% | +66.9% |
| 5Y | +215.0% | +69.8% | +145.2% | +146.4% |
| 10Y | +658.9% | +734.9% | -76.0% | +335.6% |
| All | +658.9% | +738.3% | -79.4% | +335.6% |
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