+122.8%
DAL vs RACE
+740.1%
-617.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.6% | +2.9% |
| 7D | +8.8% | +5.1% | +3.7% | +6.3% |
| 30D | +5.4% | +7.7% | -2.3% | +1.8% |
| 3M | -4.9% | +2.2% | -7.1% | -6.0% |
| 6M | +19.8% | +23.8% | -3.9% | +7.7% |
| YTD | +27.0% | +13.9% | +13.1% | +17.7% |
| 1Y | +52.5% | +3.8% | +48.7% | +47.5% |
| 3Y | +173.8% | +28.0% | +145.8% | +124.6% |
| 5Y | +104.5% | +64.9% | +39.6% | +42.5% |
| All | +122.8% | +740.1% | -617.2% | -7.9% |
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