+80.3%
TGT vs RACE
-14.8%
+95.1%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -3.0% |
| 7D | -3.6% | -2.6% | -0.9% | -3.1% |
| 30D | +4.4% | -1.1% | +5.5% | +4.5% |
| 3M | +25.4% | +12.5% | +12.8% | +22.4% |
| 6M | +33.4% | +17.4% | +15.9% | +29.0% |
| YTD | +65.6% | +10.1% | +55.5% | +61.7% |
| 1Y | +80.3% | -15.1% | +95.4% | +81.9% |
| All | +80.3% | -14.8% | +95.1% | +81.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling