-29.0%
TRMB vs RACE
+0.7%
-29.7%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | +4.1% | -3.9% | +8.0% | +5.0% |
| 30D | -5.1% | +6.8% | -11.9% | -7.1% |
| 3M | -2.6% | +1.3% | -3.9% | -3.4% |
| 6M | -2.7% | +26.3% | -29.0% | -9.2% |
| YTD | -27.9% | +13.8% | -41.7% | -32.1% |
| 1Y | -29.0% | -0.5% | -28.6% | -30.1% |
| All | -29.0% | +0.7% | -29.7% | -30.1% |
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