+645.1%
NOW vs RACE
+688.6%
-43.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.3% | -4.6% | -2.6% |
| 7D | -27.5% | +9.9% | -37.4% | -31.4% |
| 30D | -20.0% | +12.8% | -32.8% | -25.3% |
| 3M | -7.9% | +7.4% | -15.3% | -11.7% |
| 6M | +18.3% | +27.6% | -9.3% | +2.6% |
| YTD | -29.0% | +18.4% | -47.3% | -36.7% |
| 1Y | -38.7% | +9.5% | -48.2% | -43.1% |
| 3Y | -10.3% | +33.9% | -44.2% | -31.2% |
| 5Y | -22.5% | +74.9% | -97.3% | -50.2% |
| 10Y | +553.8% | +814.9% | -261.1% | +81.2% |
| All | +645.1% | +688.6% | -43.6% | +94.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling