+451.2%
WST vs RACE
+741.5%
-290.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.0% | -3.9% | +4.9% | +2.3% |
| 30D | +12.3% | +6.8% | +5.5% | +9.8% |
| 3M | +17.5% | +1.3% | +16.2% | +16.7% |
| 6M | +28.2% | +26.3% | +1.9% | +17.6% |
| YTD | +50.4% | +13.8% | +36.6% | +41.9% |
| 1Y | +49.3% | -0.5% | +49.7% | +47.6% |
| 3Y | +21.8% | +25.6% | -3.8% | +5.8% |
| 5Y | +0.3% | +67.6% | -67.3% | -23.8% |
| 10Y | +451.2% | +724.7% | -273.5% | +172.7% |
| All | +451.2% | +741.5% | -290.4% | +172.7% |
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