+172.1%
DELL vs RACE
+0.7%
+171.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | 0.0% | +11.7% | +11.8% |
| 7D | +0.4% | -3.9% | +4.2% | +0.9% |
| 30D | -35.1% | +6.8% | -41.9% | -35.6% |
| 3M | -15.1% | +1.3% | -16.5% | -15.0% |
| 6M | +51.7% | +26.3% | +25.5% | +45.0% |
| YTD | +200.0% | +13.8% | +186.2% | +184.1% |
| 1Y | +172.1% | -0.5% | +172.6% | +175.3% |
| All | +172.1% | +0.7% | +171.5% | +175.3% |
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 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