+80.9%
TFC vs RACE
+740.2%
-659.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.6% | +0.2% |
| 7D | +1.7% | +0.2% | +1.5% | +1.6% |
| 30D | +9.0% | +6.6% | +2.4% | +6.3% |
| 3M | -2.1% | +2.2% | -4.3% | -3.2% |
| 6M | +3.4% | +22.4% | -19.0% | -5.7% |
| YTD | +5.3% | +13.8% | -8.5% | -1.9% |
| 1Y | +16.2% | +2.2% | +13.9% | +13.0% |
| 3Y | +94.8% | +25.6% | +69.2% | +64.0% |
| 5Y | -0.7% | +71.0% | -71.7% | -29.5% |
| 10Y | +80.9% | +739.1% | -658.2% | -18.6% |
| All | +80.9% | +740.2% | -659.3% | -18.6% |
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