+65.2%
HAS vs RACE
+10.6%
+54.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.3% | -1.2% | +1.8% |
| 7D | +2.4% | +9.9% | -7.5% | -0.5% |
| 30D | +31.6% | +12.8% | +18.8% | +27.0% |
| 3M | +33.9% | +7.4% | +26.5% | +30.6% |
| 6M | +31.4% | +27.6% | +3.8% | +20.8% |
| YTD | +51.6% | +18.4% | +33.3% | +38.3% |
| 1Y | +65.2% | +9.5% | +55.7% | +52.9% |
| All | +65.2% | +10.6% | +54.6% | +52.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling