-7.9%
TEAM vs RACE
+36.9%
-44.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.9% | -0.7% | -2.0% |
| 7D | -0.4% | -2.5% | +2.1% | +0.4% |
| 30D | +67.3% | +0.8% | +66.5% | +67.1% |
| 3M | +86.8% | +17.2% | +69.6% | +78.9% |
| 6M | +146.8% | +13.6% | +133.2% | +137.4% |
| YTD | +16.9% | +12.2% | +4.7% | +12.6% |
| 1Y | +12.8% | -16.3% | +29.0% | +18.7% |
| All | -7.9% | +36.9% | -44.8% | -23.9% |
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