+294.4%
TD vs RACE
+729.2%
-434.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.5% |
| 7D | +1.1% | -1.2% | +2.3% | +1.5% |
| 30D | +5.2% | +6.1% | -0.9% | +3.3% |
| 3M | +1.2% | -0.3% | +1.5% | +1.2% |
| 6M | +17.7% | +23.4% | -5.7% | +9.6% |
| YTD | +34.2% | +12.5% | +21.7% | +27.8% |
| 1Y | +55.4% | -0.5% | +55.9% | +53.7% |
| 3Y | +130.4% | +23.6% | +106.8% | +101.1% |
| 5Y | +101.8% | +65.4% | +36.4% | +54.1% |
| All | +294.4% | +729.2% | -434.8% | +95.2% |
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