+71.1%
RUN vs RACE
+717.8%
-646.7%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.5% | -3.6% | -4.4% |
| 7D | -13.7% | -4.0% | -9.7% | -11.2% |
| 30D | +9.4% | +3.5% | +5.8% | +6.9% |
| 3M | -13.4% | -0.4% | -13.0% | -13.1% |
| 6M | -39.6% | +23.2% | -62.7% | -48.1% |
| YTD | -53.7% | +11.0% | -64.7% | -58.1% |
| 1Y | -56.2% | -2.2% | -53.9% | -56.7% |
| 3Y | -9.7% | +22.5% | -32.3% | -31.4% |
| 5Y | -85.5% | +63.2% | -148.6% | -91.2% |
| All | +71.1% | +717.8% | -646.7% | -44.6% |
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