+192.5%
TECH vs RACE
+740.2%
-547.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.7% | +0.3% |
| 7D | +0.2% | +0.2% | 0.0% | +0.1% |
| 30D | +0.5% | +6.6% | -6.1% | -2.1% |
| 3M | +1.1% | +2.2% | -1.1% | -0.2% |
| 6M | +51.0% | +22.4% | +28.6% | +38.4% |
| YTD | +24.4% | +13.8% | +10.6% | +16.4% |
| 1Y | +27.4% | +2.2% | +25.2% | +24.4% |
| 3Y | +28.5% | +25.6% | +2.9% | +10.4% |
| 5Y | -40.9% | +71.0% | -111.9% | -56.6% |
| 10Y | +192.5% | +739.1% | -546.6% | +36.2% |
| All | +192.5% | +740.2% | -547.7% | +36.2% |
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