+518.7%
TEAM vs RACE
+793.9%
-275.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.9% | -0.7% | -1.6% |
| 7D | -0.4% | -2.5% | +2.1% | +1.0% |
| 30D | +67.3% | +0.8% | +66.5% | +66.9% |
| 3M | +86.8% | +17.2% | +69.6% | +71.4% |
| 6M | +146.8% | +13.6% | +133.2% | +127.5% |
| YTD | +16.9% | +12.2% | +4.7% | +7.8% |
| 1Y | +12.8% | -16.3% | +29.0% | +20.9% |
| 3Y | -7.3% | +36.4% | -43.7% | -30.4% |
| 5Y | -50.7% | +95.0% | -145.7% | -70.2% |
| All | +518.7% | +793.9% | -275.2% | +95.4% |
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