+90.6%
EEM vs RACE
+40.6%
+50.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.9% | +3.7% | +2.3% |
| 7D | +2.3% | -2.5% | +4.8% | +2.9% |
| 30D | +4.5% | +0.8% | +3.8% | +4.3% |
| 3M | -0.1% | +17.2% | -17.2% | -3.8% |
| 6M | +16.9% | +13.6% | +3.4% | +12.9% |
| YTD | +26.2% | +12.2% | +14.0% | +22.0% |
| 1Y | +40.5% | -16.3% | +56.8% | +44.0% |
| All | +90.6% | +40.6% | +50.0% | +64.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling