+106.4%
INTC vs RACE
+740.2%
-633.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -1.8% |
| 7D | -4.0% | +0.2% | -4.2% | -4.1% |
| 30D | -44.5% | +6.6% | -51.1% | -46.1% |
| 3M | -40.4% | +2.2% | -42.6% | -41.1% |
| 6M | -53.5% | +22.4% | -75.9% | -57.9% |
| YTD | +57.5% | +13.8% | +43.7% | +45.0% |
| 1Y | +51.2% | +2.2% | +49.0% | +46.4% |
| 3Y | +51.6% | +25.6% | +26.0% | +26.9% |
| 5Y | +23.5% | +71.0% | -47.5% | -13.6% |
| 10Y | +106.4% | +739.1% | -632.7% | -19.2% |
| All | +106.4% | +740.2% | -633.8% | -19.2% |
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