+100.5%
HAS vs RACE
+740.1%
-639.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | 0.0% |
| 7D | -0.2% | +5.1% | -5.2% | -2.0% |
| 30D | +31.0% | +7.7% | +23.3% | +27.4% |
| 3M | +30.7% | +2.2% | +28.5% | +29.3% |
| 6M | +23.9% | +23.8% | +0.1% | +13.1% |
| YTD | +48.3% | +13.9% | +34.4% | +39.3% |
| 1Y | +60.2% | +3.8% | +56.4% | +55.7% |
| 3Y | +189.2% | +28.0% | +161.2% | +146.9% |
| 5Y | +50.4% | +64.9% | -14.5% | +12.2% |
| All | +100.5% | +740.1% | -639.6% | -4.6% |
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