-4.4%
DOC vs RACE
+818.0%
-822.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -1.2% |
| 7D | -1.5% | -2.5% | +1.0% | -0.7% |
| 30D | -4.8% | +0.8% | -5.5% | -5.1% |
| 3M | +6.9% | +17.2% | -10.3% | +1.4% |
| 6M | +20.7% | +13.6% | +7.2% | +15.3% |
| YTD | +34.1% | +12.2% | +21.9% | +27.9% |
| 1Y | +22.6% | -16.3% | +38.9% | +27.6% |
| 3Y | +20.8% | +36.4% | -15.6% | +3.1% |
| 5Y | -24.9% | +95.0% | -119.8% | -44.8% |
| All | -4.4% | +818.0% | -822.4% | -55.4% |
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