+48.3%
MAR vs RACE
+0.7%
+47.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.0% | -3.9% | +4.9% | +2.4% |
| 30D | +16.2% | +6.8% | +9.4% | +13.5% |
| 3M | +23.1% | +1.3% | +21.7% | +22.0% |
| 6M | +22.0% | +26.3% | -4.3% | +9.9% |
| YTD | +39.2% | +13.8% | +25.4% | +26.7% |
| 1Y | +48.3% | -0.5% | +48.7% | +41.9% |
| All | +48.3% | +0.7% | +47.6% | +41.9% |
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