+109.3%
INTC vs RACE
+738.3%
-629.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.7% | +4.8% | +5.2% |
| 7D | -1.0% | +3.9% | -4.9% | -2.7% |
| 30D | -43.3% | +7.4% | -50.7% | -45.1% |
| 3M | -41.6% | +1.6% | -43.2% | -42.2% |
| 6M | -52.5% | +23.3% | -75.8% | -57.2% |
| YTD | +60.9% | +14.7% | +46.2% | +47.6% |
| 1Y | +55.7% | +2.5% | +53.2% | +50.6% |
| 3Y | +59.2% | +28.0% | +31.2% | +32.1% |
| 5Y | +25.0% | +69.8% | -44.8% | -12.2% |
| 10Y | +109.3% | +734.9% | -625.6% | -18.4% |
| All | +109.3% | +738.3% | -629.0% | -18.4% |
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