+382.5%
GH vs RACE
+224.1%
+158.3%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -1.7% |
| 7D | -11.2% | +0.2% | -11.5% | -11.4% |
| 30D | -7.2% | +6.6% | -13.9% | -11.2% |
| 3M | -7.1% | +2.2% | -9.3% | -9.2% |
| 6M | +62.3% | +22.4% | +39.9% | +39.5% |
| YTD | +52.1% | +13.8% | +38.3% | +35.3% |
| 1Y | +58.6% | +2.2% | +56.4% | +51.4% |
| 3Y | +619.9% | +25.6% | +594.2% | +430.8% |
| 5Y | +49.7% | +71.0% | -21.3% | -15.5% |
| All | +382.5% | +224.1% | +158.3% | +65.9% |
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