+867.3%
NOW vs RACE
+647.6%
+219.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.9% | -1.1% | -1.9% |
| 7D | -2.4% | -2.5% | +0.1% | -1.0% |
| 30D | +20.5% | +0.8% | +19.7% | +20.1% |
| 3M | +18.3% | +17.2% | +1.2% | +8.4% |
| 6M | +24.1% | +13.6% | +10.5% | +14.6% |
| YTD | -7.8% | +12.2% | -20.0% | -15.0% |
| 1Y | -21.4% | -16.3% | -5.1% | -16.2% |
| 3Y | +19.5% | +36.4% | -16.9% | -9.7% |
| 5Y | +4.1% | +95.0% | -90.9% | -37.0% |
| 10Y | +826.4% | +813.2% | +13.2% | +159.2% |
| All | +867.3% | +647.6% | +219.7% | +161.7% |
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