+65.3%
RACE vs WTW
+55.3%
+10.0%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.0% | -0.6% | +0.8% |
| 7D | -1.2% | +2.0% | -3.2% | -1.8% |
| 30D | +6.1% | +12.9% | -6.7% | +2.4% |
| 3M | -0.3% | +0.7% | -1.0% | -0.6% |
| 6M | +23.4% | +39.5% | -16.0% | +11.6% |
| YTD | +12.5% | +3.1% | +9.4% | +10.7% |
| 1Y | -0.5% | +4.8% | -5.2% | -2.7% |
| 3Y | +23.6% | +42.9% | -19.3% | +2.0% |
| All | +65.3% | +55.3% | +10.0% | +24.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling