+152.5%
EXC vs RACE
+818.0%
-665.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -0.6% |
| 7D | +0.3% | -2.5% | +2.8% | +0.8% |
| 30D | -3.7% | +0.8% | -4.5% | -4.0% |
| 3M | -1.3% | +17.2% | -18.4% | -5.2% |
| 6M | -9.7% | +13.6% | -23.3% | -13.0% |
| YTD | +2.9% | +12.2% | -9.3% | -0.9% |
| 1Y | +4.4% | -16.3% | +20.6% | +7.5% |
| 3Y | +22.2% | +36.4% | -14.2% | +5.9% |
| 5Y | +46.7% | +95.0% | -48.3% | +10.6% |
| All | +152.5% | +818.0% | -665.4% | +20.5% |
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