+534.9%
GEV vs RACE
-2.9%
+537.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +0.7% | +6.5% | +7.0% |
| 7D | -3.8% | +3.9% | -7.7% | -4.7% |
| 30D | -17.4% | +7.4% | -24.8% | -18.8% |
| 3M | -16.2% | +1.6% | -17.8% | -16.6% |
| 6M | -20.2% | +23.3% | -43.5% | -24.4% |
| YTD | +27.2% | +14.7% | +12.5% | +22.4% |
| 1Y | +44.6% | +2.5% | +42.0% | +43.8% |
| All | +534.9% | -2.9% | +537.8% | +500.8% |
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