+5.8%
ACWI vs RACE
+27.8%
-21.9%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.3% | -2.6% | +0.9% |
| 7D | -0.5% | +9.9% | -10.4% | -2.2% |
| 30D | -1.6% | +12.8% | -14.4% | -3.8% |
| 3M | -1.3% | +7.4% | -8.7% | -2.7% |
| 6M | +5.8% | +27.6% | -21.8% | +1.6% |
| All | +5.8% | +27.8% | -21.9% | +1.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling