+555.5%
AMZN vs RACE
+793.3%
-237.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.2% |
| 7D | +0.8% | -1.0% | +1.8% | +1.3% |
| 30D | -6.4% | -1.5% | -4.8% | -5.8% |
| 3M | +4.8% | +15.5% | -10.7% | -2.2% |
| 6M | +20.5% | +17.3% | +3.2% | +11.0% |
| YTD | +11.3% | +11.1% | +0.2% | +4.4% |
| 1Y | +9.0% | -14.3% | +23.2% | +13.9% |
| 3Y | +85.9% | +40.2% | +45.7% | +44.1% |
| 5Y | +45.8% | +92.6% | -46.8% | -5.0% |
| 10Y | +555.5% | +786.6% | -231.1% | +122.1% |
| All | +555.5% | +793.3% | -237.8% | +122.1% |
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