+2,876.0%
DELL vs RACE
+717.8%
+2,158.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | +0.4% |
| 7D | +17.1% | -4.0% | +21.1% | +19.1% |
| 30D | -35.1% | +3.5% | -38.6% | -36.2% |
| 3M | -23.3% | -0.4% | -22.9% | -23.3% |
| 6M | +55.8% | +23.2% | +32.7% | +40.5% |
| YTD | +198.0% | +11.0% | +187.0% | +178.5% |
| 1Y | +166.6% | -2.2% | +168.8% | +163.7% |
| 3Y | +427.6% | +22.5% | +405.1% | +356.6% |
| 5Y | +630.6% | +63.2% | +567.5% | +438.0% |
| All | +2,876.0% | +717.8% | +2,158.2% | +1,129.2% |
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 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