+222.0%
WELL vs RACE
+69.7%
+152.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.2% | +0.6% |
| 7D | +3.0% | +0.2% | +2.8% | +3.0% |
| 30D | +10.2% | +6.6% | +3.6% | +8.8% |
| 3M | +6.1% | +2.2% | +3.9% | +5.6% |
| 6M | +16.6% | +22.4% | -5.8% | +11.1% |
| YTD | +35.3% | +13.8% | +21.5% | +30.5% |
| 1Y | +31.5% | +2.2% | +29.3% | +30.0% |
| 3Y | +206.5% | +25.6% | +180.8% | +172.6% |
| 5Y | +222.0% | +71.0% | +151.0% | +152.5% |
| All | +222.0% | +69.7% | +152.3% | +152.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling