+307.3%
SPY vs RACE
+738.3%
-431.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.7% | +2.1% |
| 7D | +0.1% | +3.9% | -3.8% | -1.3% |
| 30D | -3.3% | +7.4% | -10.8% | -5.8% |
| 3M | -2.4% | +1.6% | -4.0% | -3.2% |
| 6M | +2.6% | +23.3% | -20.8% | -5.7% |
| YTD | +11.2% | +14.7% | -3.4% | +4.2% |
| 1Y | +13.4% | +2.5% | +10.9% | +10.7% |
| 3Y | +79.9% | +28.0% | +51.9% | +53.5% |
| 5Y | +72.2% | +69.8% | +2.4% | +27.3% |
| 10Y | +307.3% | +734.9% | -427.6% | +93.0% |
| All | +307.3% | +738.3% | -431.0% | +93.0% |
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