+129.2%
ADBE vs RACE
+741.5%
-612.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -4.4% | -3.9% | -0.5% | -2.5% |
| 30D | -0.2% | +6.8% | -7.0% | -3.6% |
| 3M | -9.9% | +1.3% | -11.2% | -10.7% |
| 6M | -3.5% | +26.3% | -29.7% | -15.3% |
| YTD | -32.1% | +13.8% | -45.9% | -37.8% |
| 1Y | -28.7% | -0.5% | -28.2% | -30.0% |
| 3Y | -60.2% | +25.6% | -85.9% | -68.2% |
| 5Y | -63.1% | +67.6% | -130.7% | -75.6% |
| 10Y | +129.2% | +724.7% | -595.5% | -23.8% |
| All | +129.2% | +741.5% | -612.3% | -23.8% |
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