+44.6%
EEM vs RACE
+93.6%
-48.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.9% | +3.7% | +2.4% |
| 7D | +2.3% | -2.5% | +4.8% | +3.1% |
| 30D | +4.5% | +0.8% | +3.8% | +4.2% |
| 3M | -0.1% | +17.2% | -17.2% | -5.1% |
| 6M | +16.9% | +13.6% | +3.4% | +11.7% |
| YTD | +26.2% | +12.2% | +14.0% | +20.6% |
| 1Y | +40.5% | -16.3% | +56.8% | +46.3% |
| 3Y | +86.2% | +36.4% | +49.7% | +54.9% |
| All | +44.6% | +93.6% | -48.9% | -1.1% |
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