+206.6%
C vs RACE
+30.0%
+176.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.3% | -2.7% | -4.5% |
| 7D | -5.3% | +5.7% | -11.0% | -6.4% |
| 30D | -7.3% | +9.3% | -16.6% | -9.1% |
| 3M | -13.5% | +3.8% | -17.3% | -14.3% |
| 6M | -6.5% | +29.8% | -36.3% | -12.1% |
| YTD | +3.6% | +15.6% | -12.0% | -0.5% |
| 1Y | +18.9% | +5.1% | +13.8% | +16.8% |
| All | +206.6% | +30.0% | +176.5% | +193.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling