+15.8%
WCN vs RACE
+0.7%
+15.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +0.4% | -3.9% | +4.3% | +0.7% |
| 30D | +25.3% | +6.8% | +18.5% | +24.8% |
| 3M | +15.4% | +1.3% | +14.1% | +15.2% |
| 6M | +27.8% | +26.3% | +1.6% | +26.6% |
| YTD | +10.6% | +13.8% | -3.2% | +9.7% |
| 1Y | +15.8% | -0.5% | +16.2% | +17.7% |
| All | +15.8% | +0.7% | +15.1% | +17.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling