+194.4%
TRI vs RACE
+783.2%
-588.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.6% |
| 7D | -8.4% | -2.6% | -5.8% | -7.7% |
| 30D | -6.5% | -1.1% | -5.4% | -6.2% |
| 3M | +18.6% | +12.5% | +6.0% | +14.8% |
| 6M | -10.4% | +17.4% | -27.9% | -14.7% |
| YTD | -23.7% | +10.1% | -33.8% | -26.2% |
| 1Y | -42.5% | -15.1% | -27.3% | -40.7% |
| 3Y | -19.3% | +38.9% | -58.2% | -29.6% |
| 5Y | -9.7% | +90.7% | -100.3% | -29.7% |
| 10Y | +194.4% | +801.8% | -607.4% | +62.8% |
| All | +194.4% | +783.2% | -588.7% | +62.8% |
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