+101.9%
EAT vs RACE
+3.3%
+98.7%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.4% | -2.5% |
| 7D | -2.6% | +5.1% | -7.7% | -3.5% |
| 30D | +11.5% | +7.7% | +3.8% | +9.9% |
| 3M | -9.1% | +2.2% | -11.3% | -9.6% |
| 6M | +40.4% | +23.8% | +16.7% | +34.8% |
| YTD | +43.9% | +13.9% | +30.0% | +42.2% |
| 1Y | +101.9% | +3.8% | +98.2% | +90.8% |
| All | +101.9% | +3.3% | +98.7% | +90.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling