+285.3%
WAB vs RACE
+738.3%
-453.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.5% | +4.9% |
| 7D | +4.0% | +3.9% | +0.1% | +2.5% |
| 30D | +4.5% | +7.4% | -3.0% | +1.7% |
| 3M | +2.3% | +1.6% | +0.7% | +1.4% |
| 6M | +12.5% | +23.3% | -10.8% | +2.7% |
| YTD | +40.2% | +14.7% | +25.5% | +31.0% |
| 1Y | +45.2% | +2.5% | +42.7% | +41.6% |
| 3Y | +171.8% | +28.0% | +143.8% | +129.6% |
| 5Y | +217.6% | +69.8% | +147.8% | +131.2% |
| 10Y | +285.3% | +734.9% | -449.6% | +87.3% |
| All | +285.3% | +738.3% | -453.0% | +87.3% |
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