+31.4%
ALB vs RACE
+740.1%
-708.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.6% |
| 7D | +9.1% | +5.1% | +4.0% | +6.3% |
| 30D | -3.4% | +7.7% | -11.1% | -7.1% |
| 3M | -20.6% | +2.2% | -22.8% | -21.7% |
| 6M | -48.2% | +23.8% | -71.9% | -54.1% |
| YTD | -29.2% | +13.9% | -43.1% | -35.8% |
| 1Y | +10.0% | +3.8% | +6.2% | +4.7% |
| 3Y | -12.9% | +28.0% | -40.9% | -31.0% |
| 5Y | -61.3% | +64.9% | -126.2% | -74.1% |
| All | +31.4% | +740.1% | -708.7% | -56.6% |
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