+11.1%
SMR vs RACE
+96.5%
-85.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -1.0% | +16.2% | +15.7% |
| 7D | +21.4% | -1.0% | +22.4% | +21.9% |
| 30D | +13.8% | -1.5% | +15.4% | +14.8% |
| 3M | +3.9% | +15.5% | -11.6% | -2.8% |
| 6M | -4.2% | +17.3% | -21.5% | -10.6% |
| YTD | -21.1% | +11.1% | -32.2% | -25.3% |
| 1Y | -67.1% | -14.3% | -52.8% | -65.4% |
| 3Y | +88.9% | +40.2% | +48.7% | +62.4% |
| All | +11.1% | +96.5% | -85.4% | -16.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling