+54.1%
T vs RACE
+738.3%
-684.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.7% |
| 7D | +1.7% | +3.9% | -2.2% | +0.9% |
| 30D | -1.7% | +7.4% | -9.1% | -3.0% |
| 3M | -7.3% | +1.6% | -8.9% | -7.7% |
| 6M | -11.2% | +23.3% | -34.5% | -15.1% |
| YTD | -8.1% | +14.7% | -22.7% | -11.1% |
| 1Y | -8.0% | +2.5% | -10.5% | -9.1% |
| 3Y | +62.1% | +28.0% | +34.2% | +48.0% |
| 5Y | +55.7% | +69.8% | -14.1% | +29.9% |
| 10Y | +54.1% | +734.9% | -680.8% | -7.9% |
| All | +54.1% | +738.3% | -684.2% | -7.9% |
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 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