-9.8%
T vs RACE
-1.0%
-8.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.2% |
| 7D | +2.5% | -1.2% | +3.7% | +2.7% |
| 30D | -3.8% | +6.1% | -9.9% | -4.3% |
| 3M | -8.7% | -0.3% | -8.5% | -8.8% |
| 6M | -8.1% | +23.4% | -31.5% | -10.2% |
| YTD | -6.4% | +12.5% | -19.0% | -6.5% |
| 1Y | -9.8% | -0.5% | -9.3% | -6.7% |
| All | -9.8% | -1.0% | -8.8% | -6.7% |
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