+223.5%
C vs RACE
+740.1%
-516.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.1% |
| 7D | -2.4% | +5.1% | -7.5% | -4.5% |
| 30D | -6.0% | +7.7% | -13.7% | -9.0% |
| 3M | -10.5% | +2.2% | -12.7% | -11.6% |
| 6M | -5.7% | +23.8% | -29.5% | -15.0% |
| YTD | +4.1% | +13.9% | -9.8% | -3.6% |
| 1Y | +20.5% | +3.8% | +16.7% | +16.2% |
| 3Y | +208.1% | +28.0% | +180.1% | +152.8% |
| 5Y | +110.4% | +64.9% | +45.5% | +46.6% |
| All | +223.5% | +740.1% | -516.5% | +27.9% |
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