+188.7%
GD vs RACE
+818.0%
-629.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -1.3% |
| 7D | -5.3% | -2.5% | -2.7% | -4.7% |
| 30D | -6.4% | +0.8% | -7.2% | -6.7% |
| 3M | +5.7% | +17.2% | -11.5% | +1.4% |
| 6M | -0.9% | +13.6% | -14.5% | -4.6% |
| YTD | +8.2% | +12.2% | -4.0% | +4.0% |
| 1Y | +13.4% | -16.3% | +29.7% | +17.1% |
| 3Y | +68.5% | +36.4% | +32.1% | +47.3% |
| 5Y | +97.2% | +95.0% | +2.2% | +50.6% |
| All | +188.7% | +818.0% | -629.3% | +50.4% |
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