+254.6%
DGX vs RACE
+783.2%
-528.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.2% |
| 7D | -2.2% | -2.6% | +0.4% | -1.7% |
| 30D | -0.9% | -1.1% | +0.2% | -0.7% |
| 3M | +15.6% | +12.5% | +3.1% | +12.4% |
| 6M | +17.8% | +17.4% | +0.4% | +13.2% |
| YTD | +37.5% | +10.1% | +27.3% | +33.6% |
| 1Y | +31.2% | -15.1% | +46.3% | +34.2% |
| 3Y | +96.6% | +38.9% | +57.7% | +74.5% |
| 5Y | +64.9% | +90.7% | -25.8% | +31.8% |
| 10Y | +254.6% | +801.8% | -547.3% | +105.1% |
| All | +254.6% | +783.2% | -528.6% | +105.1% |
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