+224.0%
TRI vs RACE
+741.5%
-517.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -7.2% | -3.9% | -3.3% | -6.2% |
| 30D | +4.4% | +6.8% | -2.4% | +2.5% |
| 3M | +4.5% | +1.3% | +3.1% | +4.0% |
| 6M | +23.7% | +26.3% | -2.6% | +15.8% |
| YTD | -14.4% | +13.8% | -28.2% | -18.1% |
| 1Y | -17.4% | -0.5% | -16.9% | -18.0% |
| 3Y | -11.0% | +25.6% | -36.6% | -20.1% |
| 5Y | +0.7% | +67.6% | -66.9% | -18.8% |
| 10Y | +224.0% | +724.7% | -500.6% | +83.9% |
| All | +224.0% | +741.5% | -517.5% | +83.9% |
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 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