+269.0%
RTX vs RACE
+741.5%
-472.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +1.4% | -3.9% | +5.3% | +2.7% |
| 30D | +7.8% | +6.8% | +1.0% | +5.6% |
| 3M | -9.8% | +1.3% | -11.1% | -10.4% |
| 6M | +13.5% | +26.3% | -12.7% | +4.7% |
| YTD | +10.9% | +13.8% | -2.9% | +4.9% |
| 1Y | +14.0% | -0.5% | +14.4% | +12.6% |
| 3Y | +159.9% | +25.6% | +134.3% | +123.7% |
| 5Y | +151.7% | +67.6% | +84.1% | +86.5% |
| 10Y | +269.0% | +724.7% | -455.7% | +70.6% |
| All | +269.0% | +741.5% | -472.5% | +70.6% |
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