+90.9%
AG vs RACE
+740.1%
-649.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.5% | +3.3% | +2.3% |
| 7D | +6.3% | +5.1% | +1.2% | +4.5% |
| 30D | -8.9% | +7.7% | -16.6% | -11.2% |
| 3M | -12.2% | +2.2% | -14.4% | -12.8% |
| 6M | -28.3% | +23.8% | -52.1% | -33.4% |
| YTD | -8.8% | +13.9% | -22.7% | -13.2% |
| 1Y | +39.4% | +3.8% | +35.6% | +36.7% |
| 3Y | +229.4% | +28.0% | +201.4% | +189.6% |
| 5Y | +14.5% | +64.9% | -50.4% | -10.9% |
| All | +90.9% | +740.1% | -649.2% | +34.7% |
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