+39.2%
S vs RACE
+10.6%
+28.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.3% | -2.6% | +0.5% |
| 7D | -8.2% | +9.9% | -18.1% | -10.5% |
| 30D | -7.6% | +12.8% | -20.4% | -10.6% |
| 3M | +12.0% | +7.4% | +4.6% | +9.6% |
| 6M | +50.6% | +27.6% | +23.0% | +39.7% |
| YTD | +56.6% | +18.4% | +38.2% | +43.6% |
| 1Y | +39.2% | +9.5% | +29.7% | +33.1% |
| All | +39.2% | +10.6% | +28.7% | +33.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling