+57.5%
AG vs RACE
+793.3%
-735.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | -0.1% | -0.7% |
| 7D | +4.5% | -1.0% | +5.5% | +4.9% |
| 30D | +12.9% | -1.5% | +14.4% | +13.6% |
| 3M | +20.9% | +15.5% | +5.5% | +15.3% |
| 6M | -19.5% | +17.3% | -36.8% | -23.7% |
| YTD | +24.8% | +11.1% | +13.7% | +19.9% |
| 1Y | +120.2% | -14.3% | +134.5% | +128.4% |
| 3Y | +279.0% | +40.2% | +238.8% | +222.1% |
| 5Y | +67.9% | +92.6% | -24.6% | +25.7% |
| 10Y | +57.5% | +786.6% | -729.1% | +2.1% |
| All | +57.5% | +793.3% | -735.8% | +2.1% |
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