+793.7%
RACE vs WTW
+196.3%
+597.4%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.6% | +2.7% | +0.5% |
| 7D | -2.6% | -7.1% | +4.5% | +0.1% |
| 30D | -1.1% | -8.5% | +7.4% | +2.2% |
| 3M | +12.5% | +20.6% | -8.0% | +4.5% |
| 6M | +17.4% | +7.2% | +10.2% | +13.3% |
| YTD | +10.1% | -3.9% | +14.0% | +10.1% |
| 1Y | -15.1% | -3.6% | -11.6% | -15.3% |
| 3Y | +38.9% | +60.7% | -21.8% | +7.1% |
| 5Y | +90.7% | +42.2% | +48.5% | +53.9% |
| All | +793.7% | +196.3% | +597.4% | +396.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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