+2,886.3%
DELL vs RACE
+741.5%
+2,144.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | 0.0% | +11.7% | +11.8% |
| 7D | +0.4% | -3.9% | +4.2% | +2.2% |
| 30D | -35.1% | +6.8% | -41.9% | -37.0% |
| 3M | -15.1% | +1.3% | -16.5% | -15.8% |
| 6M | +51.7% | +26.3% | +25.5% | +35.4% |
| YTD | +200.0% | +13.8% | +186.2% | +177.5% |
| 1Y | +172.1% | -0.5% | +172.6% | +167.3% |
| 3Y | +431.2% | +25.6% | +405.6% | +355.0% |
| 5Y | +633.1% | +67.6% | +565.5% | +433.9% |
| 10Y | +2,886.3% | +724.7% | +2,161.7% | +1,120.3% |
| All | +2,886.3% | +741.5% | +2,144.8% | +1,120.3% |
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