+120.0%
ADBE vs RACE
+738.3%
-618.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -1.2% |
| 7D | -5.6% | +3.9% | -9.5% | -7.5% |
| 30D | -2.0% | +7.4% | -9.5% | -5.6% |
| 3M | -10.5% | +1.6% | -12.1% | -11.5% |
| 6M | -6.2% | +23.3% | -29.5% | -16.6% |
| YTD | -32.2% | +14.7% | -46.9% | -38.2% |
| 1Y | -27.4% | +2.5% | -29.9% | -29.8% |
| 3Y | -58.9% | +28.0% | -86.9% | -67.5% |
| 5Y | -64.5% | +69.8% | -134.3% | -76.7% |
| 10Y | +120.0% | +734.9% | -614.9% | -28.9% |
| All | +120.0% | +738.3% | -618.3% | -28.9% |
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