+197.8%
WWD vs RACE
+93.6%
+104.2%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.6% |
| 7D | +1.3% | -2.5% | +3.8% | +2.0% |
| 30D | -7.2% | +0.8% | -7.9% | -7.5% |
| 3M | -3.8% | +17.2% | -21.0% | -8.9% |
| 6M | -9.9% | +13.6% | -23.5% | -14.1% |
| YTD | +14.8% | +12.2% | +2.6% | +9.4% |
| 1Y | +42.1% | -16.3% | +58.3% | +48.2% |
| 3Y | +170.8% | +36.4% | +134.4% | +124.0% |
| All | +197.8% | +93.6% | +104.2% | +112.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling