+9.6%
WY vs RACE
+783.2%
-773.6%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.4% | 0.0% |
| 7D | -1.7% | -2.6% | +0.9% | -0.5% |
| 30D | -9.9% | -1.1% | -8.8% | -9.5% |
| 3M | -7.5% | +12.5% | -20.0% | -12.9% |
| 6M | -5.1% | +17.4% | -22.6% | -12.9% |
| YTD | -2.1% | +10.1% | -12.2% | -7.9% |
| 1Y | -7.3% | -15.1% | +7.8% | -2.7% |
| 3Y | -22.6% | +38.9% | -61.6% | -40.4% |
| 5Y | -19.8% | +90.7% | -110.5% | -49.5% |
| 10Y | +9.6% | +801.8% | -792.3% | -63.7% |
| All | +9.6% | +783.2% | -773.6% | -63.7% |
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