+30.5%
ALL vs RACE
+2.2%
+28.3%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.8% | +3.6% | +3.0% |
| 7D | -0.1% | +0.2% | -0.4% | -0.1% |
| 30D | +13.8% | +6.6% | +7.2% | +13.2% |
| 3M | -2.8% | +2.2% | -5.0% | -3.1% |
| 6M | +23.7% | +22.4% | +1.3% | +20.3% |
| YTD | +27.3% | +13.8% | +13.5% | +26.8% |
| 1Y | +30.5% | +2.2% | +28.3% | +33.3% |
| All | +30.5% | +2.2% | +28.3% | +33.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling