-1.4%
RMD vs RACE
+10.6%
-11.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.3% | +1.7% | +5.0% |
| 7D | -3.9% | +9.9% | -13.8% | -5.6% |
| 30D | +7.9% | +12.8% | -4.9% | +5.4% |
| 3M | +8.1% | +7.4% | +0.7% | +6.5% |
| 6M | +15.5% | +27.6% | -12.1% | +11.3% |
| YTD | +0.7% | +18.4% | -17.7% | -2.6% |
| 1Y | -1.4% | +9.5% | -10.9% | -2.0% |
| All | -1.4% | +10.6% | -11.9% | -2.0% |
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