+653.4%
WDC vs RACE
+738.3%
-84.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.7% | +9.2% | +9.5% |
| 7D | -14.4% | +3.9% | -18.3% | -16.0% |
| 30D | -27.1% | +7.4% | -34.5% | -29.7% |
| 3M | -33.3% | +1.6% | -34.9% | -34.2% |
| 6M | -39.6% | +23.3% | -62.9% | -47.1% |
| YTD | +68.4% | +14.7% | +53.7% | +51.0% |
| 1Y | +78.2% | +2.5% | +75.6% | +69.7% |
| 3Y | +772.0% | +28.0% | +744.0% | +574.3% |
| 5Y | +584.9% | +69.8% | +515.1% | +329.3% |
| 10Y | +653.4% | +734.9% | -81.4% | +126.6% |
| All | +653.4% | +738.3% | -84.8% | +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