+321.5%
EAT vs RACE
+740.2%
-418.7%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.4% | -3.7% |
| 7D | -5.9% | +0.2% | -6.1% | -5.9% |
| 30D | +0.7% | +6.6% | -6.0% | -2.6% |
| 3M | -14.2% | +2.2% | -16.4% | -15.4% |
| 6M | +40.7% | +22.4% | +18.3% | +24.9% |
| YTD | +36.0% | +13.8% | +22.2% | +24.2% |
| 1Y | +83.1% | +2.2% | +80.8% | +76.8% |
| 3Y | +474.8% | +25.6% | +449.2% | +349.5% |
| 5Y | +347.6% | +71.0% | +276.6% | +179.7% |
| 10Y | +321.5% | +739.1% | -417.6% | +74.9% |
| All | +321.5% | +740.2% | -418.7% | +74.9% |
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 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