+604.5%
TDG vs RACE
+729.2%
-124.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +0.6% |
| 7D | +1.7% | -1.2% | +2.9% | +2.3% |
| 30D | +9.7% | +6.1% | +3.5% | +6.9% |
| 3M | -2.3% | -0.3% | -2.0% | -2.4% |
| 6M | +1.3% | +23.4% | -22.1% | -8.3% |
| YTD | -8.5% | +12.5% | -21.0% | -14.4% |
| 1Y | -8.1% | -0.5% | -7.7% | -9.4% |
| 3Y | +43.4% | +23.6% | +19.8% | +18.5% |
| 5Y | +127.8% | +65.4% | +62.3% | +56.5% |
| All | +604.5% | +729.2% | -124.7% | +140.2% |
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