+365.4%
EAT vs RACE
+68.9%
+296.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | -8.9% | -3.9% | -5.1% | -7.2% |
| 30D | +3.4% | +6.8% | -3.4% | +0.3% |
| 3M | -9.3% | +1.3% | -10.7% | -10.1% |
| 6M | +43.8% | +26.3% | +17.5% | +27.1% |
| YTD | +39.9% | +13.8% | +26.1% | +29.2% |
| 1Y | +89.7% | -0.5% | +90.2% | +87.5% |
| 3Y | +491.3% | +25.6% | +465.6% | +336.2% |
| 5Y | +365.4% | +67.6% | +297.8% | +132.7% |
| All | +365.4% | +68.9% | +296.5% | +132.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling