+751.2%
GWW vs RACE
+663.9%
+87.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.3% |
| 7D | +5.1% | +3.9% | +1.2% | +4.0% |
| 30D | +12.2% | +7.4% | +4.8% | +10.0% |
| 3M | +13.5% | +1.6% | +11.9% | +12.8% |
| 6M | +17.8% | +23.3% | -5.5% | +10.2% |
| YTD | +44.3% | +14.7% | +29.7% | +37.0% |
| 1Y | +52.8% | +2.5% | +50.3% | +49.9% |
| 3Y | +89.9% | +28.0% | +61.9% | +68.1% |
| 5Y | +214.5% | +69.8% | +144.6% | +150.2% |
| 10Y | +657.6% | +734.9% | -77.3% | +302.4% |
| All | +751.2% | +663.9% | +87.2% | +328.4% |
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