+280.4%
DAR vs RACE
+738.3%
-457.9%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.7% | +4.0% | +4.4% |
| 7D | -2.8% | +3.9% | -6.7% | -4.1% |
| 30D | -12.8% | +7.4% | -20.3% | -15.1% |
| 3M | -11.6% | +1.6% | -13.2% | -12.4% |
| 6M | -16.8% | +23.3% | -40.1% | -24.0% |
| YTD | +45.9% | +14.7% | +31.3% | +35.5% |
| 1Y | +61.5% | +2.5% | +58.9% | +56.8% |
| 3Y | +23.0% | +28.0% | -5.0% | +3.6% |
| 5Y | -35.8% | +69.8% | -105.7% | -53.7% |
| 10Y | +280.4% | +734.9% | -454.5% | +53.1% |
| All | +280.4% | +738.3% | -457.9% | +53.1% |
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