+142.8%
NWSA vs RACE
+793.3%
-650.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.5% |
| 7D | -2.6% | -1.0% | -1.6% | -2.2% |
| 30D | +4.6% | -1.5% | +6.1% | +5.1% |
| 3M | +10.2% | +15.5% | -5.3% | +3.5% |
| 6M | +21.6% | +17.3% | +4.3% | +12.9% |
| YTD | +14.6% | +11.1% | +3.5% | +8.1% |
| 1Y | +0.4% | -14.3% | +14.6% | +4.5% |
| 3Y | +45.0% | +40.2% | +4.8% | +15.8% |
| 5Y | +41.3% | +92.6% | -51.3% | -4.5% |
| 10Y | +142.8% | +786.6% | -643.8% | -3.5% |
| All | +142.8% | +793.3% | -650.5% | -3.5% |
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 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