+14.6%
GAP vs RACE
+738.3%
-723.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.7% | +2.8% | +3.1% |
| 7D | 0.0% | +3.9% | -3.9% | -1.9% |
| 30D | -4.3% | +7.4% | -11.7% | -7.8% |
| 3M | +9.4% | +1.6% | +7.8% | +8.3% |
| 6M | -3.3% | +23.3% | -26.6% | -14.0% |
| YTD | -10.5% | +14.7% | -25.2% | -18.0% |
| 1Y | -2.4% | +2.5% | -4.9% | -5.0% |
| 3Y | +80.1% | +28.0% | +52.1% | +45.8% |
| 5Y | +6.5% | +69.8% | -63.4% | -28.6% |
| 10Y | +14.6% | +734.9% | -720.3% | -56.6% |
| All | +14.6% | +738.3% | -723.7% | -56.6% |
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 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