+200.1%
EXC vs RACE
+741.5%
-541.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.4% | -3.9% | +2.5% | -0.5% |
| 30D | +8.3% | +6.8% | +1.5% | +6.7% |
| 3M | +2.6% | +1.3% | +1.3% | +2.1% |
| 6M | +5.2% | +26.3% | -21.1% | -0.8% |
| YTD | +7.5% | +13.8% | -6.3% | +3.3% |
| 1Y | +3.2% | -0.5% | +3.6% | +2.2% |
| 3Y | +29.5% | +25.6% | +3.9% | +15.5% |
| 5Y | +39.7% | +67.6% | -27.9% | +11.5% |
| 10Y | +200.1% | +724.7% | -524.6% | +72.5% |
| All | +200.1% | +741.5% | -541.4% | +72.5% |
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