+19.5%
WBD vs RACE
+667.2%
-647.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +36.5% | -6.2% | +42.7% | +39.1% |
| 7D | +36.5% | -6.2% | +42.7% | +39.1% |
| 30D | +36.5% | -6.2% | +42.7% | +39.1% |
| 3M | +36.5% | -6.2% | +42.7% | +39.1% |
| 6M | +36.5% | -6.2% | +42.7% | +39.1% |
| YTD | +36.5% | -6.2% | +42.7% | +39.1% |
| 1Y | +63.0% | -22.6% | +85.6% | +79.6% |
| 3Y | +206.7% | +31.2% | +175.6% | +159.6% |
| 5Y | +18.4% | +90.2% | -71.9% | -15.2% |
| All | +19.5% | +667.2% | -647.8% | -40.1% |
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