+295.5%
TEVA vs RACE
+90.9%
+204.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -2.9% | -1.9% |
| 7D | -0.7% | -2.2% | +1.5% | 0.0% |
| 30D | -0.4% | -0.4% | 0.0% | -0.3% |
| 3M | +8.2% | +17.9% | -9.7% | +1.8% |
| 6M | +15.3% | +19.3% | -4.0% | +7.6% |
| YTD | +16.5% | +11.9% | +4.6% | +10.6% |
| 1Y | +85.7% | -12.7% | +98.5% | +92.3% |
| 3Y | +277.9% | +41.1% | +236.8% | +202.6% |
| 5Y | +295.5% | +94.1% | +201.5% | +159.2% |
| All | +295.5% | +90.9% | +204.6% | +159.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling