+43.8%
EQT vs RACE
+649.8%
-606.0%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.5% |
| 7D | +6.9% | -1.2% | +8.1% | +7.2% |
| 30D | +0.4% | +6.1% | -5.7% | -1.3% |
| 3M | -2.0% | -0.3% | -1.8% | -2.3% |
| 6M | -5.0% | +23.4% | -28.4% | -11.1% |
| YTD | -0.3% | +12.5% | -12.8% | -5.1% |
| 1Y | -11.3% | -0.5% | -10.8% | -12.5% |
| 3Y | +38.3% | +23.6% | +14.7% | +23.7% |
| 5Y | +166.4% | +65.4% | +100.9% | +112.3% |
| 10Y | +62.2% | +715.5% | -653.3% | -21.0% |
| All | +43.8% | +649.8% | -606.0% | -39.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling