-29.4%
TMF vs RACE
-1.0%
-28.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -1.8% |
| 7D | -9.3% | -1.2% | -8.1% | -8.9% |
| 30D | +1.9% | +6.1% | -4.2% | +0.2% |
| 3M | -11.2% | -0.3% | -10.9% | -11.4% |
| 6M | -17.7% | +23.4% | -41.1% | -22.8% |
| YTD | -24.5% | +12.5% | -37.0% | -29.2% |
| 1Y | -29.4% | -0.5% | -29.0% | -35.1% |
| All | -29.4% | -1.0% | -28.4% | -35.1% |
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