+297.8%
TD vs RACE
+793.9%
-496.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -0.8% |
| 7D | +0.3% | -2.5% | +2.8% | +1.1% |
| 30D | +0.4% | +0.8% | -0.4% | +0.1% |
| 3M | +7.6% | +17.2% | -9.5% | +2.1% |
| 6M | +25.0% | +13.6% | +11.4% | +19.3% |
| YTD | +31.0% | +12.2% | +18.8% | +25.0% |
| 1Y | +65.2% | -16.3% | +81.4% | +71.6% |
| 3Y | +122.5% | +36.4% | +86.1% | +87.3% |
| 5Y | +124.8% | +95.0% | +29.8% | +61.3% |
| All | +297.8% | +793.9% | -496.1% | +92.9% |
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