+363.8%
ALL vs RACE
+738.3%
-374.5%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.6% |
| 7D | -3.9% | +3.9% | -7.8% | -4.8% |
| 30D | +10.6% | +7.4% | +3.2% | +8.6% |
| 3M | -4.6% | +1.6% | -6.2% | -5.1% |
| 6M | +20.2% | +23.3% | -3.1% | +12.8% |
| YTD | +23.7% | +14.7% | +9.0% | +17.9% |
| 1Y | +27.9% | +2.5% | +25.4% | +25.6% |
| 3Y | +109.2% | +28.0% | +81.2% | +84.9% |
| 5Y | +148.0% | +69.8% | +78.2% | +95.6% |
| 10Y | +363.8% | +734.9% | -371.1% | +169.6% |
| All | +363.8% | +738.3% | -374.5% | +169.6% |
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