+40.2%
RACE vs WTW
+65.4%
-25.2%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | -0.7% |
| 7D | -1.0% | -2.7% | +1.7% | -0.7% |
| 30D | -1.5% | -5.6% | +4.1% | -0.9% |
| 3M | +15.5% | +26.5% | -11.0% | +13.2% |
| 6M | +17.3% | +8.1% | +9.2% | +16.2% |
| YTD | +11.1% | -0.3% | +11.4% | +11.1% |
| 1Y | -14.3% | -0.9% | -13.4% | -14.2% |
| 3Y | +40.2% | +66.6% | -26.5% | +33.8% |
| All | +40.2% | +65.4% | -25.2% | +33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling