+747.1%
GWW vs RACE
+658.9%
+88.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.7% | -0.3% |
| 7D | +6.0% | +5.1% | +0.9% | +4.6% |
| 30D | +14.0% | +7.7% | +6.3% | +11.7% |
| 3M | +12.5% | +2.2% | +10.4% | +11.7% |
| 6M | +23.6% | +23.8% | -0.1% | +15.5% |
| YTD | +43.6% | +13.9% | +29.7% | +36.6% |
| 1Y | +52.5% | +3.8% | +48.7% | +49.0% |
| 3Y | +92.6% | +28.0% | +64.5% | +70.4% |
| 5Y | +219.0% | +64.9% | +154.1% | +156.0% |
| 10Y | +713.8% | +780.4% | -66.6% | +327.1% |
| All | +747.1% | +658.9% | +88.2% | +327.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling