-12.9%
TEAM vs RACE
+26.1%
-39.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | -19.7% | -3.9% | -15.9% | -18.7% |
| 30D | -26.6% | +6.8% | -33.4% | -28.0% |
| 3M | -1.1% | +1.3% | -2.4% | -1.4% |
| 6M | +74.6% | +26.3% | +48.3% | +64.0% |
| YTD | -6.0% | +13.8% | -19.8% | -9.7% |
| 1Y | -3.2% | -0.5% | -2.8% | -3.3% |
| All | -12.9% | +26.1% | -39.0% | -22.5% |
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 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