+109.6%
EEM vs RACE
+738.3%
-628.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.7% | +2.2% | +2.6% |
| 7D | -0.1% | +3.9% | -4.1% | -1.5% |
| 30D | -8.6% | +7.4% | -16.1% | -11.0% |
| 3M | -7.0% | +1.6% | -8.6% | -7.7% |
| 6M | -9.7% | +23.3% | -33.0% | -16.9% |
| YTD | +12.1% | +14.7% | -2.5% | +5.4% |
| 1Y | +14.1% | +2.5% | +11.5% | +11.5% |
| 3Y | +72.1% | +28.0% | +44.2% | +47.2% |
| 5Y | +34.1% | +69.8% | -35.7% | -0.6% |
| 10Y | +109.6% | +734.9% | -625.3% | -12.0% |
| All | +109.6% | +738.3% | -628.7% | -12.0% |
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