+37.2%
M vs RACE
+10.6%
+26.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +4.3% | +3.4% | +6.0% |
| 7D | +8.3% | +9.9% | -1.7% | +4.7% |
| 30D | +14.2% | +12.8% | +1.4% | +9.5% |
| 3M | -1.1% | +7.4% | -8.5% | -4.0% |
| 6M | +36.6% | +27.6% | +9.0% | +24.2% |
| YTD | +19.8% | +18.4% | +1.4% | +13.1% |
| 1Y | +37.2% | +9.5% | +27.7% | +36.7% |
| All | +37.2% | +10.6% | +26.6% | +36.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling