+455.3%
WELL vs RACE
+738.3%
-283.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.8% |
| 7D | +3.5% | +3.9% | -0.4% | +2.3% |
| 30D | +9.7% | +7.4% | +2.3% | +7.4% |
| 3M | +4.8% | +1.6% | +3.2% | +4.1% |
| 6M | +16.1% | +23.3% | -7.2% | +8.0% |
| YTD | +34.7% | +14.7% | +20.0% | +27.3% |
| 1Y | +31.9% | +2.5% | +29.4% | +29.1% |
| 3Y | +209.9% | +28.0% | +181.9% | +168.4% |
| 5Y | +226.5% | +69.8% | +156.7% | +148.9% |
| 10Y | +455.3% | +734.9% | -279.6% | +222.8% |
| All | +455.3% | +738.3% | -283.0% | +222.8% |
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