+722.6%
RACE vs WTW
+212.3%
+510.3%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -1.9% |
| 7D | -4.0% | -2.3% | -1.7% | -3.2% |
| 30D | +3.5% | +10.7% | -7.1% | -0.4% |
| 3M | -0.4% | -3.1% | +2.6% | +0.5% |
| 6M | +23.2% | +31.7% | -8.5% | +10.3% |
| YTD | +11.0% | +1.1% | +9.9% | +8.7% |
| 1Y | -2.2% | +4.1% | -6.3% | -5.4% |
| 3Y | +22.5% | +42.1% | -19.5% | +0.8% |
| 5Y | +63.2% | +52.2% | +10.9% | +27.9% |
| All | +722.6% | +212.3% | +510.3% | +320.6% |
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