+130.5%
TD vs RACE
+23.0%
+107.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | -0.1% |
| 7D | +0.6% | -4.0% | +4.6% | +1.1% |
| 30D | +5.0% | +3.5% | +1.4% | +4.5% |
| 3M | +1.1% | -0.4% | +1.5% | +1.1% |
| 6M | +16.5% | +23.2% | -6.7% | +13.4% |
| YTD | +34.3% | +11.0% | +23.3% | +31.8% |
| 1Y | +52.9% | -2.2% | +55.1% | +52.0% |
| All | +130.5% | +23.0% | +107.5% | +117.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling