+279.5%
DAR vs RACE
+740.2%
-460.7%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.1% | -1.6% |
| 7D | -3.8% | +0.2% | -4.1% | -3.9% |
| 30D | -14.4% | +6.6% | -21.0% | -16.5% |
| 3M | -17.9% | +2.2% | -20.1% | -18.9% |
| 6M | -18.3% | +22.4% | -40.7% | -25.2% |
| YTD | +43.2% | +13.8% | +29.5% | +33.4% |
| 1Y | +57.7% | +2.2% | +55.5% | +53.3% |
| 3Y | +22.7% | +25.6% | -2.9% | +4.2% |
| 5Y | -34.0% | +71.0% | -105.0% | -52.5% |
| 10Y | +279.5% | +739.1% | -459.6% | +55.0% |
| All | +279.5% | +740.2% | -460.7% | +55.0% |
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