+185.7%
WEC vs RACE
+738.3%
-552.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +1.0% |
| 7D | +0.2% | +3.9% | -3.7% | -0.3% |
| 30D | +12.9% | +7.4% | +5.5% | +11.8% |
| 3M | +9.8% | +1.6% | +8.2% | +9.4% |
| 6M | +6.7% | +23.3% | -16.6% | +3.2% |
| YTD | +14.0% | +14.7% | -0.7% | +11.0% |
| 1Y | +7.3% | +2.5% | +4.8% | +6.3% |
| 3Y | +63.8% | +28.0% | +35.8% | +52.8% |
| 5Y | +54.8% | +69.8% | -15.1% | +35.2% |
| 10Y | +185.7% | +734.9% | -549.2% | +87.4% |
| All | +185.7% | +738.3% | -552.6% | +87.4% |
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 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