+4.7%
GAP vs RACE
+741.5%
-736.9%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -9.3% | -3.9% | -5.5% | -7.3% |
| 30D | -5.5% | +6.8% | -12.3% | -8.6% |
| 3M | +3.5% | +1.3% | +2.1% | +2.6% |
| 6M | +0.7% | +26.3% | -25.6% | -11.7% |
| YTD | -13.4% | +13.8% | -27.2% | -20.3% |
| 1Y | -7.7% | -0.5% | -7.2% | -8.6% |
| 3Y | +74.4% | +25.6% | +48.8% | +42.7% |
| 5Y | +5.3% | +67.6% | -62.3% | -28.9% |
| 10Y | +4.7% | +724.7% | -720.0% | -61.7% |
| All | +4.7% | +741.5% | -736.9% | -61.7% |
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