+275.0%
LH vs RACE
+738.3%
-463.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.8% | +1.2% |
| 7D | +4.6% | +3.9% | +0.6% | +3.3% |
| 30D | +19.1% | +7.4% | +11.7% | +16.5% |
| 3M | +16.7% | +1.6% | +15.1% | +16.0% |
| 6M | +47.0% | +23.3% | +23.7% | +37.0% |
| YTD | +49.3% | +14.7% | +34.7% | +41.4% |
| 1Y | +48.6% | +2.5% | +46.1% | +45.7% |
| 3Y | +87.8% | +28.0% | +59.9% | +63.7% |
| 5Y | +65.0% | +69.8% | -4.8% | +26.0% |
| 10Y | +275.0% | +734.9% | -459.9% | +93.2% |
| All | +275.0% | +738.3% | -463.3% | +93.2% |
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