+451.1%
WST vs RACE
+740.2%
-289.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.6% | +0.1% |
| 7D | +1.4% | +0.2% | +1.1% | +1.3% |
| 30D | +12.7% | +6.6% | +6.1% | +10.3% |
| 3M | +17.2% | +2.2% | +15.0% | +16.0% |
| 6M | +26.7% | +22.4% | +4.3% | +17.4% |
| YTD | +50.3% | +13.8% | +36.5% | +41.8% |
| 1Y | +50.2% | +2.2% | +48.0% | +47.1% |
| 3Y | +21.7% | +25.6% | -3.9% | +5.8% |
| 5Y | +2.0% | +71.0% | -68.9% | -22.9% |
| 10Y | +451.1% | +739.1% | -288.0% | +172.9% |
| All | +451.1% | +740.2% | -289.1% | +172.9% |
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