+18.0%
Q vs RACE
+10.6%
+7.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.3% | -4.4% | -1.4% |
| 7D | -3.3% | +9.9% | -13.2% | -6.0% |
| 30D | -9.7% | +12.8% | -22.5% | -13.0% |
| 3M | -16.1% | +7.4% | -23.5% | -18.1% |
| 6M | -15.7% | +27.6% | -43.3% | -23.7% |
| YTD | +45.7% | +18.4% | +27.4% | +33.1% |
| 1Y | +18.0% | +9.5% | +8.5% | +12.8% |
| All | +18.0% | +10.6% | +7.5% | +12.8% |
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