-39.3%
WU vs RACE
+729.2%
-768.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | 0.0% | +1.0% |
| 7D | -2.0% | -1.2% | -0.8% | -1.7% |
| 30D | +11.4% | +6.1% | +5.3% | +9.6% |
| 3M | -6.8% | -0.3% | -6.5% | -6.9% |
| 6M | -14.6% | +23.4% | -38.1% | -19.7% |
| YTD | -20.6% | +12.5% | -33.2% | -23.9% |
| 1Y | -15.4% | -0.5% | -14.9% | -16.1% |
| 3Y | -23.6% | +23.6% | -47.2% | -31.3% |
| 5Y | -43.4% | +65.4% | -108.8% | -54.6% |
| All | -39.3% | +729.2% | -768.5% | -68.9% |
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