+17.1%
MDY vs RACE
+10.6%
+6.5%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.3% | -3.7% | -0.1% |
| 7D | +1.7% | +9.9% | -8.2% | 0.0% |
| 30D | +1.2% | +12.8% | -11.6% | -0.9% |
| 3M | -3.5% | +7.4% | -10.8% | -4.7% |
| 6M | +3.5% | +27.6% | -24.1% | -1.1% |
| YTD | +13.6% | +18.4% | -4.8% | +9.0% |
| 1Y | +17.1% | +9.5% | +7.5% | +15.0% |
| All | +17.1% | +10.6% | +6.5% | +15.0% |
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 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