-21.0%
WU vs RACE
+28.1%
-49.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.7% |
| 7D | +11.7% | +5.1% | +6.6% | +10.7% |
| 30D | +12.6% | +7.7% | +4.9% | +11.2% |
| 3M | -0.5% | +2.2% | -2.7% | -0.9% |
| 6M | -18.2% | +23.8% | -41.9% | -21.1% |
| YTD | -19.0% | +13.9% | -32.9% | -21.1% |
| 1Y | -16.7% | +3.8% | -20.5% | -17.7% |
| 3Y | -21.0% | +28.0% | -49.1% | -26.5% |
| All | -21.0% | +28.1% | -49.1% | -26.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling