+308.7%
A vs RACE
+740.2%
-431.5%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.0% |
| 7D | +1.4% | +0.2% | +1.1% | +1.3% |
| 30D | +4.3% | +6.6% | -2.3% | +1.6% |
| 3M | +19.8% | +2.2% | +17.6% | +18.6% |
| 6M | +54.4% | +22.4% | +32.0% | +41.2% |
| YTD | +31.7% | +13.8% | +17.9% | +23.1% |
| 1Y | +22.4% | +2.2% | +20.2% | +19.6% |
| 3Y | +67.7% | +25.6% | +42.1% | +42.9% |
| 5Y | +15.7% | +71.0% | -55.2% | -16.4% |
| 10Y | +308.7% | +739.1% | -430.4% | +65.1% |
| All | +308.7% | +740.2% | -431.5% | +65.1% |
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