+458.6%
WST vs RACE
+729.2%
-270.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.1% | +0.8% |
| 7D | +4.2% | -1.2% | +5.4% | +4.6% |
| 30D | +11.2% | +6.1% | +5.1% | +9.0% |
| 3M | +20.4% | -0.3% | +20.7% | +20.2% |
| 6M | +37.9% | +23.4% | +14.5% | +27.5% |
| YTD | +51.8% | +12.5% | +39.3% | +43.7% |
| 1Y | +56.6% | -0.5% | +57.1% | +54.8% |
| 3Y | +24.2% | +23.6% | +0.6% | +8.5% |
| 5Y | +0.7% | +65.4% | -64.8% | -23.2% |
| All | +458.6% | +729.2% | -270.6% | +176.8% |
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