+7.8%
D vs RACE
+93.6%
-85.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | -0.2% |
| 7D | +1.5% | -2.5% | +4.0% | +1.8% |
| 30D | -2.6% | +0.8% | -3.4% | -2.7% |
| 3M | 0.0% | +17.2% | -17.1% | -2.2% |
| 6M | +7.4% | +13.6% | -6.2% | +5.2% |
| YTD | +15.9% | +12.2% | +3.7% | +13.6% |
| 1Y | +18.1% | -16.3% | +34.4% | +20.1% |
| 3Y | +58.4% | +36.4% | +21.9% | +46.8% |
| All | +7.8% | +93.6% | -85.8% | -5.2% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling