+1,256.8%
WDC vs RACE
+36.9%
+1,219.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.9% | +7.8% | +6.2% |
| 7D | +1.7% | -2.5% | +4.3% | +2.2% |
| 30D | -10.0% | +0.8% | -10.7% | -10.2% |
| 3M | -18.8% | +17.2% | -35.9% | -21.7% |
| 6M | +79.0% | +13.6% | +65.4% | +73.0% |
| YTD | +171.6% | +12.2% | +159.3% | +163.1% |
| 1Y | +417.4% | -16.3% | +433.6% | +445.8% |
| All | +1,256.8% | +36.9% | +1,219.9% | +1,047.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling