-31.0%
TRMB vs RACE
+10.6%
-41.5%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +4.3% | -21.6% | -18.2% |
| 7D | -15.7% | +9.9% | -25.6% | -18.0% |
| 30D | -7.8% | +12.8% | -20.5% | -10.9% |
| 3M | -9.3% | +7.4% | -16.7% | -11.3% |
| 6M | -20.8% | +27.6% | -48.4% | -26.1% |
| YTD | -30.8% | +18.4% | -49.1% | -35.4% |
| 1Y | -31.0% | +9.5% | -40.5% | -34.0% |
| All | -31.0% | +10.6% | -41.5% | -34.0% |
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