+428.1%
RSG vs RACE
+783.2%
-355.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.6% |
| 7D | 0.0% | -2.6% | +2.6% | +0.6% |
| 30D | +3.7% | -1.1% | +4.7% | +3.8% |
| 3M | +6.2% | +12.5% | -6.4% | +3.0% |
| 6M | -2.8% | +17.4% | -20.2% | -7.0% |
| YTD | +5.9% | +10.1% | -4.2% | +2.5% |
| 1Y | -1.8% | -15.1% | +13.4% | +0.8% |
| 3Y | +57.5% | +38.9% | +18.6% | +38.8% |
| 5Y | +91.1% | +90.7% | +0.4% | +51.0% |
| 10Y | +428.1% | +801.8% | -373.8% | +202.5% |
| All | +428.1% | +783.2% | -355.1% | +202.5% |
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