+342.7%
RMD vs RACE
+741.5%
-398.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | -0.8% | -3.9% | +3.0% | +0.5% |
| 30D | +1.7% | +6.8% | -5.1% | -0.6% |
| 3M | +6.4% | +1.3% | +5.1% | +5.8% |
| 6M | +20.7% | +26.3% | -5.6% | +10.9% |
| YTD | -0.2% | +13.8% | -14.0% | -5.8% |
| 1Y | -4.5% | -0.5% | -4.1% | -5.5% |
| 3Y | +70.5% | +25.6% | +44.9% | +48.1% |
| 5Y | -1.6% | +67.6% | -69.2% | -25.4% |
| 10Y | +342.7% | +724.7% | -382.0% | +93.2% |
| All | +342.7% | +741.5% | -398.8% | +93.2% |
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