-12.7%
RACE vs WTW
-2.8%
-9.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.0% | +1.5% |
| 7D | -2.2% | -7.8% | +5.6% | -1.1% |
| 30D | -0.4% | -7.9% | +7.5% | +0.7% |
| 3M | +17.9% | +19.9% | -2.0% | +16.1% |
| 6M | +19.3% | +9.8% | +9.5% | +17.7% |
| YTD | +11.9% | -3.3% | +15.2% | +13.3% |
| 1Y | -12.7% | -3.3% | -9.4% | -9.4% |
| All | -12.7% | -2.8% | -9.9% | -9.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling