+208.8%
C vs RACE
+740.2%
-531.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.6% |
| 7D | -0.4% | +0.2% | -0.6% | -0.5% |
| 30D | -5.2% | +6.6% | -11.8% | -7.8% |
| 3M | -9.1% | +2.2% | -11.3% | -10.2% |
| 6M | -1.6% | +22.4% | -24.0% | -10.8% |
| YTD | +6.9% | +13.8% | -6.8% | -1.0% |
| 1Y | +23.0% | +2.2% | +20.7% | +19.4% |
| 3Y | +216.1% | +25.6% | +190.5% | +161.9% |
| 5Y | +112.2% | +71.0% | +41.3% | +44.8% |
| 10Y | +208.8% | +739.1% | -530.3% | +15.2% |
| All | +208.8% | +740.2% | -531.4% | +15.2% |
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