+441.0%
TEAM vs RACE
+740.2%
-299.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -3.6% |
| 7D | -22.2% | +0.2% | -22.5% | -22.2% |
| 30D | -28.1% | +6.6% | -34.8% | -30.6% |
| 3M | -2.2% | +2.2% | -4.4% | -3.3% |
| 6M | +62.2% | +22.4% | +39.8% | +44.5% |
| YTD | -8.4% | +13.8% | -22.1% | -16.3% |
| 1Y | -6.6% | +2.2% | -8.8% | -9.4% |
| 3Y | -15.7% | +25.6% | -41.3% | -33.1% |
| 5Y | -65.7% | +71.0% | -136.7% | -78.1% |
| 10Y | +441.0% | +739.1% | -298.1% | +81.5% |
| All | +441.0% | +740.2% | -299.2% | +81.5% |
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