+52.0%
ON vs RACE
+0.7%
+51.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | 0.0% | +5.8% | +5.8% |
| 7D | +3.3% | -3.9% | +7.2% | +4.3% |
| 30D | -3.1% | +6.8% | -9.9% | -4.3% |
| 3M | -9.2% | +1.3% | -10.6% | -9.4% |
| 6M | -31.4% | +26.3% | -57.6% | -35.9% |
| YTD | +36.0% | +13.8% | +22.2% | +29.7% |
| 1Y | +52.0% | -0.5% | +52.5% | +64.1% |
| All | +52.0% | +0.7% | +51.4% | +64.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling