+265.0%
C vs RACE
+36.9%
+228.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.1% |
| 7D | +3.6% | -2.5% | +6.1% | +4.2% |
| 30D | +0.1% | +0.8% | -0.7% | -0.2% |
| 3M | +2.4% | +17.2% | -14.7% | -1.5% |
| 6M | +24.9% | +13.6% | +11.3% | +20.6% |
| YTD | +19.8% | +12.2% | +7.6% | +15.7% |
| 1Y | +44.9% | -16.3% | +61.1% | +50.2% |
| All | +265.0% | +36.9% | +228.1% | +217.8% |
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