+125.6%
EEM vs RACE
+793.3%
-667.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.5% |
| 7D | +3.1% | -1.0% | +4.1% | +3.4% |
| 30D | +4.9% | -1.5% | +6.4% | +5.4% |
| 3M | +5.2% | +15.5% | -10.2% | -0.5% |
| 6M | +20.7% | +17.3% | +3.4% | +13.0% |
| YTD | +26.5% | +11.1% | +15.4% | +20.3% |
| 1Y | +37.8% | -14.3% | +52.1% | +43.0% |
| 3Y | +91.0% | +40.2% | +50.8% | +56.6% |
| 5Y | +47.0% | +92.6% | -45.5% | +2.9% |
| 10Y | +125.6% | +786.6% | -661.0% | -17.7% |
| All | +125.6% | +793.3% | -667.7% | -17.7% |
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 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