+51.2%
HAS vs RACE
+65.1%
-13.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.3% | +0.6% | -0.9% |
| 7D | 0.0% | +5.7% | -5.7% | -1.9% |
| 30D | +31.3% | +9.3% | +22.0% | +27.5% |
| 3M | +32.1% | +3.8% | +28.3% | +30.2% |
| 6M | +28.1% | +29.8% | -1.7% | +16.2% |
| YTD | +49.1% | +15.6% | +33.5% | +40.2% |
| 1Y | +60.5% | +5.1% | +55.5% | +55.7% |
| 3Y | +183.9% | +30.8% | +153.1% | +139.8% |
| 5Y | +51.2% | +67.4% | -16.2% | +9.9% |
| All | +51.2% | +65.1% | -13.9% | +9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling