+230.2%
GWW vs RACE
+93.6%
+136.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.4% |
| 7D | +1.4% | -2.5% | +3.9% | +2.0% |
| 30D | +3.3% | +0.8% | +2.5% | +2.9% |
| 3M | +2.9% | +17.2% | -14.2% | -1.5% |
| 6M | +15.8% | +13.6% | +2.2% | +11.3% |
| YTD | +32.0% | +12.2% | +19.8% | +26.8% |
| 1Y | +29.9% | -16.3% | +46.2% | +34.5% |
| 3Y | +91.1% | +36.4% | +54.6% | +62.7% |
| All | +230.2% | +93.6% | +136.7% | +148.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling