+148.5%
WWD vs RACE
+24.7%
+123.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.9% |
| 7D | +4.0% | -1.2% | +5.2% | +4.2% |
| 30D | +0.4% | +6.1% | -5.7% | -0.8% |
| 3M | -7.9% | -0.3% | -7.6% | -7.9% |
| 6M | -10.6% | +23.4% | -34.1% | -14.9% |
| YTD | +9.4% | +12.5% | -3.1% | +5.7% |
| 1Y | +25.7% | -0.5% | +26.2% | +24.7% |
| 3Y | +148.5% | +23.6% | +124.9% | +143.4% |
| All | +148.5% | +24.7% | +123.8% | +143.4% |
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