+374.5%
RY vs RACE
+793.9%
-419.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.1% |
| 7D | +3.1% | -2.5% | +5.6% | +3.9% |
| 30D | -0.3% | +0.8% | -1.1% | -0.7% |
| 3M | +8.7% | +17.2% | -8.5% | +3.3% |
| 6M | +28.5% | +13.6% | +15.0% | +22.9% |
| YTD | +25.1% | +12.2% | +12.9% | +19.5% |
| 1Y | +46.3% | -16.3% | +62.5% | +51.8% |
| 3Y | +154.9% | +36.4% | +118.5% | +118.2% |
| 5Y | +140.3% | +95.0% | +45.3% | +77.2% |
| All | +374.5% | +793.9% | -419.3% | +129.7% |
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