-0.2%
WY vs RACE
+10.6%
-10.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +4.3% | +1.4% | +4.7% |
| 7D | +13.3% | +9.9% | +3.4% | +11.0% |
| 30D | +17.6% | +12.8% | +4.8% | +14.6% |
| 3M | -15.0% | +7.4% | -22.4% | -16.4% |
| 6M | -5.9% | +27.6% | -33.5% | -11.2% |
| YTD | -5.7% | +18.4% | -24.1% | -9.4% |
| 1Y | -0.2% | +9.5% | -9.7% | -2.2% |
| All | -0.2% | +10.6% | -10.8% | -2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling