+579.1%
QQQ vs RACE
+658.1%
-79.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.4% |
| 7D | -1.5% | +0.2% | -1.8% | -1.6% |
| 30D | -10.2% | +6.6% | -16.8% | -12.5% |
| 3M | -6.3% | +2.2% | -8.5% | -7.4% |
| 6M | -4.9% | +22.4% | -27.3% | -13.2% |
| YTD | +10.2% | +13.8% | -3.6% | +2.7% |
| 1Y | +8.8% | +2.2% | +6.6% | +5.9% |
| 3Y | +81.4% | +25.6% | +55.7% | +53.8% |
| 5Y | +78.5% | +71.0% | +7.5% | +29.1% |
| 10Y | +523.8% | +739.1% | -215.3% | +170.8% |
| All | +579.1% | +658.1% | -79.0% | +183.2% |
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 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