+441.2%
WWD vs RACE
+717.8%
-276.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.5% | +0.5% | -0.9% |
| 7D | +8.2% | -4.0% | +12.2% | +10.1% |
| 30D | -0.2% | +3.5% | -3.7% | -1.7% |
| 3M | -8.4% | -0.4% | -8.0% | -8.5% |
| 6M | -9.5% | +23.2% | -32.7% | -18.5% |
| YTD | +10.1% | +11.0% | -0.9% | +2.8% |
| 1Y | +21.6% | -2.2% | +23.8% | +20.5% |
| 3Y | +149.6% | +22.5% | +127.0% | +107.0% |
| 5Y | +191.3% | +63.2% | +128.1% | +100.6% |
| All | +441.2% | +717.8% | -276.6% | +84.3% |
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