+678.7%
GWW vs RACE
+647.6%
+31.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.4% |
| 7D | +1.4% | -2.5% | +3.9% | +2.1% |
| 30D | +3.3% | +0.8% | +2.5% | +2.9% |
| 3M | +2.9% | +17.2% | -14.2% | -2.1% |
| 6M | +15.8% | +13.6% | +2.2% | +10.8% |
| YTD | +32.0% | +12.2% | +19.8% | +26.2% |
| 1Y | +29.9% | -16.3% | +46.2% | +34.5% |
| 3Y | +91.1% | +36.4% | +54.6% | +65.4% |
| 5Y | +223.9% | +95.0% | +129.0% | +146.5% |
| 10Y | +567.0% | +813.2% | -246.2% | +247.7% |
| All | +678.7% | +647.6% | +31.1% | +294.5% |
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