-6.2%
DOW vs RACE
+234.9%
-241.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.7% |
| 7D | -9.4% | +3.9% | -13.3% | -11.0% |
| 30D | +8.9% | +7.4% | +1.5% | +5.5% |
| 3M | +6.7% | +1.6% | +5.1% | +5.6% |
| 6M | -14.2% | +23.3% | -37.5% | -23.1% |
| YTD | +36.9% | +14.7% | +22.3% | +24.9% |
| 1Y | +45.8% | +2.5% | +43.2% | +40.4% |
| 3Y | -23.9% | +28.0% | -51.9% | -38.7% |
| 5Y | -30.8% | +69.8% | -100.6% | -54.3% |
| All | -6.2% | +234.9% | -241.1% | -65.3% |
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