+267.0%
RTX vs RACE
+717.8%
-450.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +1.0% | -0.7% |
| 7D | +3.4% | -4.0% | +7.4% | +4.7% |
| 30D | +8.4% | +3.5% | +4.8% | +7.1% |
| 3M | -10.7% | -0.4% | -10.2% | -10.8% |
| 6M | +11.7% | +23.2% | -11.4% | +3.8% |
| YTD | +9.3% | +11.0% | -1.7% | +4.2% |
| 1Y | +13.3% | -2.2% | +15.5% | +12.5% |
| 3Y | +156.1% | +22.5% | +133.6% | +122.2% |
| 5Y | +148.5% | +63.2% | +85.4% | +85.8% |
| All | +267.0% | +717.8% | -450.8% | +72.7% |
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