-49.5%
TAP vs RACE
+738.3%
-787.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.3% |
| 7D | -7.8% | +3.9% | -11.7% | -8.6% |
| 30D | +7.1% | +7.4% | -0.3% | +5.5% |
| 3M | -7.0% | +1.6% | -8.7% | -7.4% |
| 6M | -3.8% | +23.3% | -27.1% | -8.2% |
| YTD | -11.7% | +14.7% | -26.4% | -14.7% |
| 1Y | -10.1% | +2.5% | -12.6% | -11.2% |
| 3Y | -23.7% | +28.0% | -51.7% | -30.3% |
| 5Y | +2.9% | +69.8% | -66.9% | -13.9% |
| 10Y | -49.5% | +734.9% | -784.4% | -70.8% |
| All | -49.5% | +738.3% | -787.8% | -70.8% |
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