+57.4%
MAR vs RACE
+10.6%
+46.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.3% | -2.2% | +0.5% |
| 7D | +7.7% | +9.9% | -2.2% | +4.1% |
| 30D | +19.4% | +12.8% | +6.6% | +14.3% |
| 3M | +23.3% | +7.4% | +16.0% | +19.7% |
| 6M | +22.8% | +27.6% | -4.8% | +10.2% |
| YTD | +37.8% | +18.4% | +19.4% | +24.3% |
| 1Y | +57.4% | +9.5% | +47.8% | +48.6% |
| All | +57.4% | +10.6% | +46.8% | +48.6% |
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