+504.6%
NOW vs RACE
+738.3%
-233.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.4% |
| 7D | -3.1% | +3.9% | -7.0% | -5.1% |
| 30D | -27.0% | +7.4% | -34.5% | -30.1% |
| 3M | -17.7% | +1.6% | -19.3% | -18.8% |
| 6M | +12.7% | +23.3% | -10.6% | -0.6% |
| YTD | -32.9% | +14.7% | -47.6% | -39.3% |
| 1Y | -40.4% | +2.5% | -42.9% | -42.6% |
| 3Y | -17.1% | +28.0% | -45.1% | -35.9% |
| 5Y | -25.7% | +69.8% | -95.5% | -53.2% |
| 10Y | +504.6% | +734.9% | -230.3% | +70.1% |
| All | +504.6% | +738.3% | -233.7% | +70.1% |
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