+152.8%
RTX vs RACE
+26.8%
+126.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +3.5% |
| 7D | -3.2% | +3.9% | -7.1% | -3.5% |
| 30D | +5.6% | +7.4% | -1.9% | +4.9% |
| 3M | -11.7% | +1.6% | -13.3% | -11.9% |
| 6M | +12.3% | +23.3% | -11.0% | +10.0% |
| YTD | +8.2% | +14.7% | -6.5% | +6.5% |
| 1Y | +12.6% | +2.5% | +10.0% | +11.8% |
| 3Y | +152.8% | +28.0% | +124.9% | +158.5% |
| All | +152.8% | +26.8% | +126.0% | +158.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling