+54.5%
AR vs RACE
+740.2%
-685.7%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.1% | +4.4% | +4.3% |
| 7D | -5.8% | +0.2% | -6.0% | -5.9% |
| 30D | +4.8% | +6.6% | -1.8% | +2.3% |
| 3M | +1.5% | +2.2% | -0.7% | +0.2% |
| 6M | +4.7% | +22.4% | -17.7% | -4.0% |
| YTD | +9.2% | +13.8% | -4.6% | +1.3% |
| 1Y | +11.2% | +2.2% | +8.9% | +7.6% |
| 3Y | +46.2% | +25.6% | +20.6% | +22.4% |
| 5Y | +98.1% | +71.0% | +27.1% | +39.6% |
| 10Y | +54.5% | +739.1% | -684.6% | -37.4% |
| All | +54.5% | +740.2% | -685.7% | -37.4% |
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