+61.5%
WDC vs RACE
+3.3%
+58.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | 0.0% | -1.6% |
| 7D | -28.0% | +5.1% | -33.0% | -27.4% |
| 30D | -34.9% | +7.7% | -42.6% | -34.3% |
| 3M | -41.6% | +2.2% | -43.7% | -41.2% |
| 6M | -45.4% | +23.8% | -69.1% | -44.8% |
| YTD | +53.3% | +13.9% | +39.4% | +59.3% |
| 1Y | +61.5% | +3.8% | +57.8% | +66.4% |
| All | +61.5% | +3.3% | +58.3% | +66.4% |
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