+249.2%
DIA vs RACE
+793.9%
-544.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | +0.1% |
| 7D | -0.2% | -2.5% | +2.3% | +0.6% |
| 30D | -1.5% | +0.8% | -2.3% | -1.9% |
| 3M | +3.8% | +17.2% | -13.4% | -1.9% |
| 6M | +10.3% | +13.6% | -3.3% | +4.9% |
| YTD | +12.1% | +12.2% | -0.1% | +6.6% |
| 1Y | +18.6% | -16.3% | +34.9% | +23.7% |
| 3Y | +60.6% | +36.4% | +24.2% | +35.3% |
| 5Y | +64.4% | +95.0% | -30.5% | +17.5% |
| All | +249.2% | +793.9% | -544.7% | +61.1% |
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