+71.9%
AG vs RACE
+740.2%
-668.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.8% | -5.1% | -5.6% |
| 7D | +6.0% | +0.2% | +5.7% | +6.0% |
| 30D | -13.5% | +6.6% | -20.2% | -15.4% |
| 3M | -20.7% | +2.2% | -22.9% | -21.2% |
| 6M | -31.5% | +22.4% | -53.9% | -36.2% |
| YTD | -10.1% | +13.8% | -23.9% | -14.5% |
| 1Y | +26.0% | +2.2% | +23.8% | +24.3% |
| 3Y | +228.9% | +25.6% | +203.3% | +191.2% |
| 5Y | +8.7% | +71.0% | -62.3% | -16.4% |
| 10Y | +71.9% | +739.1% | -667.2% | +19.2% |
| All | +71.9% | +740.2% | -668.3% | +19.2% |
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