+660.4%
WDC vs RACE
+740.2%
-79.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.2% |
| 7D | -16.7% | +0.2% | -17.0% | -16.8% |
| 30D | -27.2% | +6.6% | -33.8% | -29.5% |
| 3M | -34.0% | +2.2% | -36.2% | -35.1% |
| 6M | -39.7% | +22.4% | -62.1% | -47.0% |
| YTD | +68.1% | +13.8% | +54.3% | +51.2% |
| 1Y | +66.3% | +2.2% | +64.1% | +58.7% |
| 3Y | +754.4% | +25.6% | +728.8% | +568.0% |
| 5Y | +595.8% | +71.0% | +524.8% | +333.7% |
| 10Y | +660.4% | +739.1% | -78.7% | +132.3% |
| All | +660.4% | +740.2% | -79.8% | +132.3% |
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