+460.3%
TDY vs RACE
+832.2%
-371.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.4% |
| 7D | -1.9% | -2.2% | +0.4% | -1.0% |
| 30D | -12.5% | -0.4% | -12.1% | -12.5% |
| 3M | -0.8% | +17.9% | -18.7% | -7.5% |
| 6M | -9.0% | +19.3% | -28.2% | -15.8% |
| YTD | +16.8% | +11.9% | +4.9% | +10.0% |
| 1Y | +9.5% | -12.7% | +22.2% | +13.0% |
| 3Y | +45.4% | +41.1% | +4.3% | +16.2% |
| 5Y | +37.8% | +94.1% | -56.2% | -7.4% |
| All | +460.3% | +832.2% | -371.9% | +83.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling