+34.7%
MAS vs RACE
+5.8%
+28.9%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.3% | -1.1% | -2.3% |
| 7D | +4.6% | +5.7% | -1.1% | +2.0% |
| 30D | +19.9% | +9.3% | +10.6% | +15.2% |
| 3M | +8.9% | +3.8% | +5.1% | +6.8% |
| 6M | +20.2% | +29.8% | -9.6% | +6.2% |
| YTD | +33.9% | +15.6% | +18.3% | +20.5% |
| 1Y | +34.7% | +5.1% | +29.6% | +25.6% |
| All | +34.7% | +5.8% | +28.9% | +25.6% |
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