+216.7%
ACWI vs RACE
+740.1%
-523.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.4% | +0.5% |
| 7D | -2.4% | +5.1% | -7.4% | -4.1% |
| 30D | -5.2% | +7.7% | -12.9% | -7.7% |
| 3M | -4.8% | +2.2% | -7.0% | -5.8% |
| 6M | -1.3% | +23.8% | -25.1% | -9.3% |
| YTD | +8.4% | +13.9% | -5.5% | +2.0% |
| 1Y | +11.0% | +3.8% | +7.3% | +7.9% |
| 3Y | +70.6% | +28.0% | +42.5% | +46.0% |
| 5Y | +55.3% | +64.9% | -9.6% | +16.7% |
| All | +216.7% | +740.1% | -523.3% | +48.7% |
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