+152.5%
ADBE vs RACE
+793.3%
-640.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.5% | -3.0% |
| 7D | -10.1% | -1.0% | -9.0% | -9.5% |
| 30D | -3.0% | -1.5% | -1.5% | -2.3% |
| 3M | +5.0% | +15.5% | -10.5% | -2.8% |
| 6M | -9.3% | +17.3% | -26.6% | -17.5% |
| YTD | -26.5% | +11.1% | -37.6% | -31.7% |
| 1Y | -28.3% | -14.3% | -14.0% | -24.5% |
| 3Y | -54.1% | +40.2% | -94.3% | -65.7% |
| 5Y | -61.2% | +92.6% | -153.8% | -76.3% |
| 10Y | +152.5% | +786.6% | -634.1% | -23.6% |
| All | +152.5% | +793.3% | -640.7% | -23.6% |
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