+750.9%
GOOGL vs RACE
+793.3%
-42.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +0.9% | +0.4% |
| 7D | +1.1% | -1.0% | +2.1% | +1.5% |
| 30D | -4.4% | -1.5% | -2.9% | -3.9% |
| 3M | -6.8% | +15.5% | -22.3% | -12.9% |
| 6M | +13.6% | +17.3% | -3.7% | +5.0% |
| YTD | +8.3% | +11.1% | -2.8% | +1.8% |
| 1Y | +44.9% | -14.3% | +59.2% | +51.3% |
| 3Y | +150.5% | +40.2% | +110.3% | +95.6% |
| 5Y | +137.7% | +92.6% | +45.2% | +55.8% |
| 10Y | +750.9% | +786.6% | -35.6% | +208.2% |
| All | +750.9% | +793.3% | -42.3% | +208.2% |
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 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