+29.8%
EEM vs RACE
+65.0%
-35.2%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.7% | +2.7% |
| 7D | -2.8% | +5.1% | -7.9% | -4.3% |
| 30D | -11.9% | +7.7% | -19.6% | -14.0% |
| 3M | -8.8% | +2.2% | -10.9% | -9.5% |
| 6M | -11.6% | +23.8% | -35.4% | -17.8% |
| YTD | +9.0% | +13.9% | -4.9% | +3.6% |
| 1Y | +10.6% | +3.8% | +6.8% | +8.0% |
| 3Y | +64.4% | +28.0% | +36.3% | +40.4% |
| All | +29.8% | +65.0% | -35.2% | -7.9% |
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