+508.5%
WPM vs RACE
+793.3%
-284.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.3% |
| 7D | +7.0% | -1.0% | +8.1% | +7.3% |
| 30D | +15.7% | -1.5% | +17.3% | +16.2% |
| 3M | +35.2% | +15.5% | +19.7% | +31.1% |
| 6M | +6.1% | +17.3% | -11.2% | +2.5% |
| YTD | +32.6% | +11.1% | +21.5% | +29.0% |
| 1Y | +46.9% | -14.3% | +61.2% | +50.2% |
| 3Y | +276.3% | +40.2% | +236.1% | +238.7% |
| 5Y | +260.0% | +92.6% | +167.4% | +198.6% |
| 10Y | +508.5% | +786.6% | -278.1% | +269.7% |
| All | +508.5% | +793.3% | -284.7% | +269.7% |
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