+158.6%
GE vs RACE
+741.5%
-582.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +4.0% | -3.9% | +7.9% | +5.8% |
| 30D | +11.1% | +6.8% | +4.2% | +7.9% |
| 3M | -6.7% | +1.3% | -8.1% | -7.5% |
| 6M | +14.3% | +26.3% | -12.0% | +2.3% |
| YTD | +11.7% | +13.8% | -2.1% | +4.0% |
| 1Y | +10.9% | -0.5% | +11.4% | +9.4% |
| 3Y | +279.0% | +25.6% | +253.4% | +218.3% |
| 5Y | +427.0% | +67.6% | +359.4% | +273.2% |
| 10Y | +158.6% | +724.7% | -566.1% | +13.3% |
| All | +158.6% | +741.5% | -582.9% | +13.3% |
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