+253.8%
INTC vs RACE
+793.3%
-539.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.0% | +10.0% | +9.5% |
| 7D | +17.4% | -1.0% | +18.5% | +17.9% |
| 30D | +2.8% | -1.5% | +4.3% | +3.3% |
| 3M | -5.3% | +15.5% | -20.7% | -11.8% |
| 6M | +140.6% | +17.3% | +123.3% | +120.5% |
| YTD | +183.1% | +11.1% | +172.0% | +163.5% |
| 1Y | +326.8% | -14.3% | +341.0% | +345.2% |
| 3Y | +179.4% | +40.2% | +139.3% | +120.6% |
| 5Y | +111.7% | +92.6% | +19.2% | +39.9% |
| 10Y | +253.8% | +786.6% | -532.7% | +34.8% |
| All | +253.8% | +793.3% | -539.4% | +34.8% |
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