+155.7%
FDX vs RACE
+741.5%
-585.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -2.1% | -3.9% | +1.8% | -0.5% |
| 30D | +10.4% | +6.8% | +3.6% | +7.6% |
| 3M | +0.5% | +1.3% | -0.9% | -0.3% |
| 6M | +6.5% | +26.3% | -19.8% | -3.8% |
| YTD | +40.2% | +13.8% | +26.4% | +31.0% |
| 1Y | +52.1% | -0.5% | +52.5% | +49.9% |
| 3Y | +72.8% | +25.6% | +47.2% | +46.2% |
| 5Y | +76.3% | +67.6% | +8.7% | +26.6% |
| 10Y | +155.7% | +724.7% | -568.9% | +13.2% |
| All | +155.7% | +741.5% | -585.8% | +13.2% |
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