+225.0%
TECH vs RACE
+647.6%
-422.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.6% |
| 7D | +0.1% | -2.5% | +2.6% | +1.0% |
| 30D | +0.7% | +0.8% | -0.1% | +0.3% |
| 3M | +36.3% | +17.2% | +19.2% | +28.5% |
| 6M | +25.6% | +13.6% | +12.0% | +19.2% |
| YTD | +23.7% | +12.2% | +11.5% | +17.4% |
| 1Y | +37.6% | -16.3% | +53.9% | +44.1% |
| 3Y | -6.6% | +36.4% | -43.0% | -20.3% |
| 5Y | -42.2% | +95.0% | -137.2% | -57.2% |
| 10Y | +187.6% | +813.2% | -625.7% | +56.2% |
| All | +225.0% | +647.6% | -422.6% | +77.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling