+488.5%
NDAQ vs RACE
+729.2%
-240.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.6% |
| 7D | +1.3% | -1.2% | +2.5% | +1.6% |
| 30D | +18.0% | +6.1% | +11.8% | +15.7% |
| 3M | +11.5% | -0.3% | +11.8% | +11.4% |
| 6M | +21.1% | +23.4% | -2.3% | +12.5% |
| YTD | +12.8% | +12.5% | +0.3% | +7.1% |
| 1Y | +25.7% | -0.5% | +26.2% | +24.2% |
| 3Y | +116.8% | +23.6% | +93.2% | +88.4% |
| 5Y | +67.3% | +65.4% | +1.8% | +26.3% |
| All | +488.5% | +729.2% | -240.7% | +182.3% |
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