+499.2%
NOW vs RACE
+740.1%
-240.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | +0.4% |
| 7D | -3.0% | +5.1% | -8.1% | -5.6% |
| 30D | -26.0% | +7.7% | -33.7% | -29.2% |
| 3M | -13.1% | +2.2% | -15.3% | -14.5% |
| 6M | +14.5% | +23.8% | -9.2% | +0.8% |
| YTD | -33.4% | +13.9% | -47.3% | -39.6% |
| 1Y | -40.6% | +3.8% | -44.4% | -43.3% |
| 3Y | -16.3% | +28.0% | -44.4% | -35.4% |
| 5Y | -26.3% | +64.9% | -91.3% | -52.9% |
| All | +499.2% | +740.1% | -240.9% | +71.2% |
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