+183.8%
EXC vs RACE
+738.3%
-554.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.1% |
| 7D | -1.7% | +3.9% | -5.6% | -2.6% |
| 30D | +9.3% | +7.4% | +1.9% | +7.5% |
| 3M | +1.0% | +1.6% | -0.6% | +0.5% |
| 6M | +5.9% | +23.3% | -17.4% | +0.4% |
| YTD | +7.6% | +14.7% | -7.0% | +3.2% |
| 1Y | +2.4% | +2.5% | -0.1% | +0.8% |
| 3Y | +30.2% | +28.0% | +2.3% | +15.5% |
| 5Y | +41.4% | +69.8% | -28.5% | +12.4% |
| 10Y | +183.8% | +734.9% | -551.1% | +56.3% |
| All | +183.8% | +738.3% | -554.5% | +56.3% |
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