+119.9%
DG vs RACE
+740.1%
-620.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.8% |
| 7D | +1.1% | +5.1% | -4.0% | +0.1% |
| 30D | +9.5% | +7.7% | +1.8% | +7.9% |
| 3M | +5.5% | +2.2% | +3.3% | +4.9% |
| 6M | +16.1% | +23.8% | -7.7% | +11.2% |
| YTD | +2.7% | +13.9% | -11.2% | -0.5% |
| 1Y | +42.1% | +3.8% | +38.3% | +40.1% |
| 3Y | +19.3% | +28.0% | -8.8% | +9.1% |
| 5Y | -35.3% | +64.9% | -100.3% | -45.4% |
| All | +119.9% | +740.1% | -620.1% | +44.3% |
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