+566.5%
GWW vs RACE
+783.2%
-216.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.5% |
| 7D | -0.5% | -2.6% | +2.2% | +0.3% |
| 30D | -1.4% | -1.1% | -0.3% | -1.2% |
| 3M | -3.6% | +12.5% | -16.2% | -7.4% |
| 6M | +15.1% | +17.4% | -2.3% | +8.8% |
| YTD | +27.5% | +10.1% | +17.4% | +22.3% |
| 1Y | +29.6% | -15.1% | +44.8% | +33.9% |
| 3Y | +90.1% | +38.9% | +51.1% | +61.4% |
| 5Y | +222.6% | +90.7% | +131.9% | +141.6% |
| 10Y | +566.5% | +801.8% | -235.3% | +226.0% |
| All | +566.5% | +783.2% | -216.6% | +226.0% |
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