+58.8%
T vs RACE
+740.2%
-681.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.8% |
| 7D | +2.6% | +0.2% | +2.3% | +2.5% |
| 30D | -1.1% | +6.6% | -7.7% | -2.3% |
| 3M | -7.7% | +2.2% | -9.9% | -8.2% |
| 6M | -10.6% | +22.4% | -33.0% | -14.4% |
| YTD | -7.5% | +13.8% | -21.3% | -10.4% |
| 1Y | -7.4% | +2.2% | -9.6% | -8.5% |
| 3Y | +63.1% | +25.6% | +37.4% | +49.5% |
| 5Y | +55.2% | +71.0% | -15.8% | +29.3% |
| 10Y | +58.8% | +739.1% | -680.3% | -3.1% |
| All | +58.8% | +740.2% | -681.4% | -3.1% |
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 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