+461.1%
WWD vs RACE
+740.2%
-279.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.1% | +0.7% |
| 7D | +0.4% | +0.2% | +0.2% | +0.3% |
| 30D | -0.4% | +6.6% | -7.0% | -3.2% |
| 3M | -6.1% | +2.2% | -8.3% | -7.2% |
| 6M | -9.5% | +22.4% | -31.9% | -18.3% |
| YTD | +10.8% | +13.8% | -3.0% | +2.4% |
| 1Y | +23.5% | +2.2% | +21.3% | +19.9% |
| 3Y | +151.3% | +25.6% | +125.6% | +106.2% |
| 5Y | +187.8% | +71.0% | +116.8% | +93.8% |
| 10Y | +461.1% | +739.1% | -278.0% | +101.7% |
| All | +461.1% | +740.2% | -279.1% | +101.7% |
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