+143.3%
DELL vs RACE
+10.6%
+132.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.3% | -13.1% | -9.2% |
| 7D | -24.6% | +9.9% | -34.5% | -25.4% |
| 30D | -32.5% | +12.8% | -45.3% | -33.4% |
| 3M | -20.2% | +7.4% | -27.6% | -20.6% |
| 6M | +76.5% | +27.6% | +48.9% | +69.8% |
| YTD | +198.9% | +18.4% | +180.6% | +181.0% |
| 1Y | +143.3% | +9.5% | +133.8% | +132.2% |
| All | +143.3% | +10.6% | +132.8% | +132.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling