+568.4%
MA vs RACE
+740.2%
-171.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.2% | +0.8% |
| 7D | +1.8% | +0.2% | +1.6% | +1.7% |
| 30D | +11.8% | +6.6% | +5.2% | +8.6% |
| 3M | +17.2% | +2.2% | +15.0% | +15.7% |
| 6M | +33.4% | +22.4% | +11.0% | +20.3% |
| YTD | +16.1% | +13.8% | +2.4% | +7.2% |
| 1Y | +19.9% | +2.2% | +17.7% | +16.4% |
| 3Y | +70.1% | +25.6% | +44.4% | +38.3% |
| 5Y | +89.6% | +71.0% | +18.7% | +25.8% |
| 10Y | +568.4% | +739.1% | -170.7% | +110.0% |
| All | +568.4% | +740.2% | -171.8% | +110.0% |
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