-10.3%
WU vs RACE
-14.8%
+4.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.7% |
| 7D | -4.9% | -2.6% | -2.3% | -4.6% |
| 30D | -1.3% | -1.1% | -0.2% | -1.1% |
| 3M | -3.6% | +12.5% | -16.1% | -5.0% |
| 6M | -24.3% | +17.4% | -41.8% | -25.9% |
| YTD | -21.1% | +10.1% | -31.2% | -22.5% |
| 1Y | -10.3% | -15.1% | +4.8% | -11.0% |
| All | -10.3% | -14.8% | +4.5% | -11.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling