+573.6%
QQQ vs RACE
+791.1%
-217.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.3% |
| 7D | +1.5% | -1.0% | +2.6% | +2.0% |
| 30D | -0.6% | -1.5% | +0.9% | -0.1% |
| 3M | +0.4% | +15.5% | -15.0% | -6.2% |
| 6M | +20.1% | +17.3% | +2.8% | +10.7% |
| YTD | +17.2% | +11.1% | +6.1% | +9.9% |
| 1Y | +24.7% | -14.3% | +39.0% | +30.0% |
| 3Y | +96.2% | +40.2% | +56.0% | +54.0% |
| 5Y | +94.4% | +92.6% | +1.8% | +28.2% |
| All | +573.6% | +791.1% | -217.4% | +163.2% |
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