+275.0%
TW vs RACE
+222.8%
+52.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.8% | +1.3% |
| 7D | +3.1% | +0.2% | +2.9% | +3.0% |
| 30D | +16.7% | +6.6% | +10.1% | +14.5% |
| 3M | +25.2% | +2.2% | +23.0% | +24.1% |
| 6M | +19.5% | +22.4% | -2.9% | +11.5% |
| YTD | +21.0% | +13.8% | +7.2% | +14.6% |
| 1Y | +19.0% | +2.2% | +16.7% | +16.6% |
| 3Y | +40.7% | +25.6% | +15.1% | +21.2% |
| 5Y | +40.1% | +71.0% | -30.8% | +2.9% |
| All | +275.0% | +222.8% | +52.1% | +126.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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