+37.8%
RACE vs RVTY
+12.6%
+25.2%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.9% |
| 7D | -2.5% | +1.1% | -3.6% | -2.7% |
| 30D | +0.8% | +13.2% | -12.4% | -1.6% |
| 3M | +17.2% | +27.2% | -10.1% | +11.7% |
| 6M | +13.6% | +32.4% | -18.8% | +7.1% |
| YTD | +12.2% | +34.9% | -22.7% | +5.1% |
| 1Y | -16.3% | +52.4% | -68.6% | -23.5% |
| All | +37.8% | +12.6% | +25.2% | +32.0% |
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