+462.7%
WWD vs RACE
+738.3%
-275.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.7% | +4.3% | +4.6% |
| 7D | +4.2% | +3.9% | +0.3% | +2.4% |
| 30D | -0.8% | +7.4% | -8.2% | -3.9% |
| 3M | -8.2% | +1.6% | -9.8% | -9.1% |
| 6M | -9.8% | +23.3% | -33.2% | -18.9% |
| YTD | +10.4% | +14.7% | -4.3% | +1.7% |
| 1Y | +25.5% | +2.5% | +22.9% | +21.6% |
| 3Y | +155.8% | +28.0% | +127.8% | +108.0% |
| 5Y | +187.3% | +69.8% | +117.5% | +94.5% |
| 10Y | +462.7% | +734.9% | -272.2% | +103.7% |
| All | +462.7% | +738.3% | -275.6% | +103.7% |
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