+451.4%
WST vs RACE
+738.3%
-286.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.7% | +2.7% | +3.1% |
| 7D | +1.3% | +3.9% | -2.6% | 0.0% |
| 30D | +12.9% | +7.4% | +5.4% | +10.2% |
| 3M | +16.7% | +1.6% | +15.1% | +15.8% |
| 6M | +26.8% | +23.3% | +3.5% | +17.3% |
| YTD | +50.5% | +14.7% | +35.8% | +41.6% |
| 1Y | +52.9% | +2.5% | +50.4% | +49.6% |
| 3Y | +23.9% | +28.0% | -4.1% | +7.0% |
| 5Y | +1.0% | +69.8% | -68.8% | -23.5% |
| 10Y | +451.4% | +734.9% | -283.5% | +173.3% |
| All | +451.4% | +738.3% | -286.9% | +173.3% |
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