+267.4%
RTX vs RACE
+729.2%
-461.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.3% |
| 7D | +4.8% | -1.2% | +6.0% | +5.2% |
| 30D | +6.5% | +6.1% | +0.4% | +4.5% |
| 3M | -9.6% | -0.3% | -9.4% | -9.8% |
| 6M | +12.3% | +23.4% | -11.1% | +4.3% |
| YTD | +9.5% | +12.5% | -3.1% | +3.9% |
| 1Y | +15.8% | -0.5% | +16.3% | +14.4% |
| 3Y | +157.0% | +23.6% | +133.4% | +122.4% |
| 5Y | +148.8% | +65.4% | +83.4% | +85.2% |
| All | +267.4% | +729.2% | -461.8% | +72.2% |
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