+4,062.5%
DELL vs RACE
+793.3%
+3,269.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.8% | +2.3% |
| 7D | +25.6% | -1.0% | +26.7% | +26.2% |
| 30D | +17.7% | -1.5% | +19.2% | +18.2% |
| 3M | +33.4% | +15.5% | +18.0% | +24.3% |
| 6M | +266.2% | +17.3% | +248.9% | +236.7% |
| YTD | +328.0% | +11.1% | +316.9% | +300.6% |
| 1Y | +339.6% | -14.3% | +353.8% | +357.9% |
| 3Y | +694.6% | +40.2% | +654.4% | +547.4% |
| 5Y | +1,122.0% | +92.6% | +1,029.4% | +738.8% |
| 10Y | +4,062.5% | +786.6% | +3,275.9% | +1,583.0% |
| All | +4,062.5% | +793.3% | +3,269.2% | +1,583.0% |
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