+92.6%
HAS vs RACE
+729.2%
-636.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -1.3% |
| 7D | +1.4% | -1.2% | +2.6% | +1.8% |
| 30D | +26.3% | +6.1% | +20.1% | +23.5% |
| 3M | +25.6% | -0.3% | +25.9% | +25.4% |
| 6M | +30.3% | +23.4% | +6.8% | +19.0% |
| YTD | +50.4% | +12.5% | +37.8% | +41.8% |
| 1Y | +57.7% | -0.5% | +58.2% | +55.7% |
| 3Y | +213.4% | +23.6% | +189.8% | +171.3% |
| 5Y | +49.1% | +65.4% | -16.4% | +10.8% |
| All | +92.6% | +729.2% | -636.6% | -16.2% |
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