+320.9%
TRV vs RACE
+647.6%
-326.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.6% | -0.9% |
| 7D | -0.1% | -2.5% | +2.4% | +0.4% |
| 30D | -3.4% | +0.8% | -4.2% | -3.7% |
| 3M | +26.4% | +17.2% | +9.2% | +21.4% |
| 6M | +19.3% | +13.6% | +5.7% | +15.0% |
| YTD | +28.3% | +12.2% | +16.1% | +23.7% |
| 1Y | +34.3% | -16.3% | +50.5% | +38.3% |
| 3Y | +140.1% | +36.4% | +103.7% | +113.6% |
| 5Y | +155.7% | +95.0% | +60.8% | +101.5% |
| 10Y | +285.5% | +813.2% | -527.7% | +113.8% |
| All | +320.9% | +647.6% | -326.7% | +127.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling