+352.7%
DAR vs RACE
+793.9%
-441.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.1% | -0.2% |
| 7D | +1.4% | -2.5% | +3.9% | +2.2% |
| 30D | +12.8% | +0.8% | +12.0% | +12.3% |
| 3M | +7.4% | +17.2% | -9.8% | +0.5% |
| 6M | +22.3% | +13.6% | +8.7% | +14.8% |
| YTD | +81.1% | +12.2% | +68.9% | +69.9% |
| 1Y | +106.5% | -16.3% | +122.8% | +116.0% |
| 3Y | +5.3% | +36.4% | -31.1% | -14.1% |
| 5Y | -11.5% | +95.0% | -106.5% | -40.0% |
| All | +352.7% | +793.9% | -441.2% | +56.0% |
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