+189.4%
WEC vs RACE
+740.2%
-550.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.6% | 0.0% |
| 7D | +1.4% | +0.2% | +1.2% | +1.4% |
| 30D | +12.8% | +6.6% | +6.2% | +11.8% |
| 3M | +11.2% | +2.2% | +9.0% | +10.8% |
| 6M | +6.6% | +22.4% | -15.8% | +3.2% |
| YTD | +13.8% | +13.8% | 0.0% | +11.0% |
| 1Y | +7.6% | +2.2% | +5.4% | +6.6% |
| 3Y | +62.2% | +25.6% | +36.6% | +51.8% |
| 5Y | +52.0% | +71.0% | -19.0% | +32.6% |
| 10Y | +189.4% | +739.1% | -549.7% | +91.8% |
| All | +189.4% | +740.2% | -550.8% | +91.8% |
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