+149.2%
DTE vs RACE
+740.2%
-591.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.2% | +0.6% |
| 7D | +3.5% | +0.2% | +3.3% | +3.5% |
| 30D | +9.5% | +6.6% | +2.9% | +8.0% |
| 3M | +2.5% | +2.2% | +0.3% | +1.9% |
| 6M | +0.6% | +22.4% | -21.8% | -4.2% |
| YTD | +10.5% | +13.8% | -3.3% | +6.4% |
| 1Y | +3.3% | +2.2% | +1.1% | +1.9% |
| 3Y | +56.3% | +25.6% | +30.6% | +41.6% |
| 5Y | +44.9% | +71.0% | -26.0% | +18.5% |
| 10Y | +149.2% | +739.1% | -589.9% | +45.2% |
| All | +149.2% | +740.2% | -591.0% | +45.2% |
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