+50.4%
HAS vs RACE
+67.1%
-16.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.5% |
| 7D | +2.2% | +3.9% | -1.8% | +0.8% |
| 30D | +29.6% | +7.4% | +22.1% | +26.5% |
| 3M | +30.3% | +1.6% | +28.7% | +29.3% |
| 6M | +25.6% | +23.3% | +2.3% | +16.0% |
| YTD | +50.8% | +14.7% | +36.2% | +42.2% |
| 1Y | +63.0% | +2.5% | +60.5% | +59.5% |
| 3Y | +211.6% | +28.0% | +183.6% | +165.5% |
| 5Y | +50.4% | +69.8% | -19.4% | +8.7% |
| All | +50.4% | +67.1% | -16.7% | +8.7% |
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