+25.6%
RACE vs RVTY
+91.6%
-66.0%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.3% | -0.6% |
| 7D | +0.2% | -2.7% | +2.9% | +0.7% |
| 30D | +6.6% | +3.2% | +3.4% | +5.8% |
| 3M | +2.2% | +37.2% | -35.0% | -4.2% |
| 6M | +22.4% | +57.7% | -35.3% | +11.3% |
| YTD | +13.8% | +64.8% | -51.1% | +1.9% |
| 1Y | +2.2% | +72.8% | -70.6% | -9.4% |
| 3Y | +25.6% | +89.8% | -64.2% | +11.9% |
| All | +25.6% | +91.6% | -66.0% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 3y: compounded portfolio wealth divided by compounded RVTY 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…
3y analysis · Full analysis span regression · 6 months rolling