-30.2%
TMF vs RACE
-4.6%
-25.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.5% | -2.0% | -3.7% |
| 7D | -8.2% | -4.0% | -4.2% | -7.0% |
| 30D | +5.3% | +3.5% | +1.8% | +4.3% |
| 3M | -8.5% | -0.4% | -8.1% | -8.6% |
| 6M | -17.2% | +23.2% | -40.3% | -22.2% |
| YTD | -23.4% | +11.0% | -34.4% | -28.0% |
| 1Y | -30.2% | -2.2% | -28.0% | -35.6% |
| All | -30.2% | -4.6% | -25.6% | -35.6% |
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 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