+146.8%
GOOG vs RACE
+39.3%
+107.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.2% |
| 7D | +1.1% | -1.0% | +2.1% | +1.3% |
| 30D | -5.1% | -1.5% | -3.5% | -4.8% |
| 3M | -7.1% | +15.5% | -22.5% | -10.3% |
| 6M | +12.7% | +17.3% | -4.6% | +8.1% |
| YTD | +7.1% | +11.1% | -4.0% | +3.7% |
| 1Y | +43.6% | -14.3% | +57.9% | +47.2% |
| 3Y | +146.8% | +40.2% | +106.6% | +110.1% |
| All | +146.8% | +39.3% | +107.5% | +110.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling