+374.8%
ALL vs RACE
+740.1%
-365.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.5% | -3.0% | -4.1% |
| 7D | -1.9% | +5.1% | -7.0% | -3.2% |
| 30D | +13.8% | +7.7% | +6.1% | +11.6% |
| 3M | -7.0% | +2.2% | -9.2% | -7.7% |
| 6M | +18.0% | +23.8% | -5.7% | +10.7% |
| YTD | +24.2% | +13.9% | +10.3% | +18.6% |
| 1Y | +31.2% | +3.8% | +27.4% | +28.4% |
| 3Y | +107.5% | +28.0% | +79.5% | +83.4% |
| 5Y | +144.8% | +64.9% | +79.9% | +95.0% |
| All | +374.8% | +740.1% | -365.3% | +178.4% |
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