+715.6%
RACE vs WTW
+245.0%
+470.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -1.1% |
| 7D | -2.5% | -2.6% | +0.1% | -1.5% |
| 30D | +0.8% | -1.0% | +1.8% | +1.1% |
| 3M | +17.2% | +29.9% | -12.8% | +5.2% |
| 6M | +13.6% | +10.7% | +2.9% | +8.0% |
| YTD | +12.2% | +2.6% | +9.6% | +9.3% |
| 1Y | -16.3% | +2.8% | -19.0% | -18.5% |
| 3Y | +36.4% | +67.3% | -30.8% | +2.6% |
| 5Y | +95.0% | +56.6% | +38.3% | +49.4% |
| 10Y | +813.2% | +204.1% | +609.2% | +356.8% |
| All | +715.6% | +245.0% | +470.6% | +286.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling