+32.9%
DIS vs RACE
+741.5%
-708.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +0.6% | -3.9% | +4.4% | +2.1% |
| 30D | +10.3% | +6.8% | +3.5% | +7.5% |
| 3M | +15.6% | +1.3% | +14.2% | +14.9% |
| 6M | +15.1% | +26.3% | -11.1% | +4.7% |
| YTD | +6.0% | +13.8% | -7.8% | -0.4% |
| 1Y | +5.7% | -0.5% | +6.1% | +4.5% |
| 3Y | +39.8% | +25.6% | +14.2% | +19.8% |
| 5Y | -23.9% | +67.6% | -91.5% | -43.9% |
| 10Y | +32.9% | +724.7% | -691.7% | -30.2% |
| All | +32.9% | +741.5% | -708.6% | -30.2% |
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