+358.7%
RY vs RACE
+740.1%
-381.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -0.8% |
| 7D | -0.9% | +5.1% | -6.0% | -2.3% |
| 30D | +5.9% | +7.7% | -1.8% | +3.6% |
| 3M | -4.3% | +2.2% | -6.4% | -5.0% |
| 6M | +12.1% | +23.8% | -11.6% | +4.6% |
| YTD | +20.3% | +13.9% | +6.4% | +14.3% |
| 1Y | +41.0% | +3.8% | +37.2% | +37.7% |
| 3Y | +157.5% | +28.0% | +129.5% | +125.4% |
| 5Y | +123.2% | +64.9% | +58.3% | +74.8% |
| All | +358.7% | +740.1% | -381.3% | +136.0% |
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