+187.9%
TRU vs RACE
+741.5%
-553.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | 0.0% | -3.9% | +3.8% | +1.9% |
| 30D | +24.3% | +6.8% | +17.4% | +20.4% |
| 3M | +2.3% | +1.3% | +1.0% | +1.7% |
| 6M | +17.7% | +26.3% | -8.6% | +4.5% |
| YTD | -3.8% | +13.8% | -17.6% | -10.7% |
| 1Y | -0.3% | -0.5% | +0.1% | -1.2% |
| 3Y | +58.4% | +25.6% | +32.8% | +33.1% |
| 5Y | -24.0% | +67.6% | -91.6% | -46.0% |
| 10Y | +187.9% | +724.7% | -536.7% | +15.0% |
| All | +187.9% | +741.5% | -553.6% | +15.0% |
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 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