+5.8%
GD vs RACE
+5.8%
0.0%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -2.2% |
| 7D | -3.9% | +5.7% | -9.6% | -4.3% |
| 30D | +8.1% | +9.3% | -1.2% | +7.3% |
| 3M | -6.8% | +3.8% | -10.6% | -7.1% |
| 6M | +3.0% | +29.8% | -26.8% | +1.3% |
| YTD | +7.8% | +15.6% | -7.9% | +6.9% |
| 1Y | +5.8% | +5.1% | +0.7% | +8.2% |
| All | +5.8% | +5.8% | 0.0% | +8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling