+188.5%
GD vs RACE
+740.1%
-551.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.8% | -0.3% |
| 7D | -5.0% | +5.1% | -10.1% | -6.2% |
| 30D | +8.9% | +7.7% | +1.2% | +6.9% |
| 3M | -8.0% | +2.2% | -10.2% | -8.7% |
| 6M | +2.9% | +23.8% | -20.9% | -2.9% |
| YTD | +7.1% | +13.9% | -6.8% | +2.5% |
| 1Y | +5.9% | +3.8% | +2.2% | +3.8% |
| 3Y | +53.9% | +28.0% | +25.8% | +37.3% |
| 5Y | +95.4% | +64.9% | +30.5% | +58.3% |
| All | +188.5% | +740.1% | -551.5% | +65.0% |
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