+142.4%
EFA vs RACE
+793.3%
-650.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.4% | -0.2% |
| 7D | +1.2% | -1.0% | +2.2% | +1.6% |
| 30D | -0.7% | -1.5% | +0.8% | -0.3% |
| 3M | +6.4% | +15.5% | -9.1% | +0.6% |
| 6M | +11.4% | +17.3% | -5.9% | +4.4% |
| YTD | +14.0% | +11.1% | +2.9% | +8.4% |
| 1Y | +20.2% | -14.3% | +34.5% | +24.6% |
| 3Y | +68.2% | +40.2% | +28.0% | +39.7% |
| 5Y | +54.8% | +92.6% | -37.8% | +11.1% |
| 10Y | +142.4% | +786.6% | -644.2% | +4.8% |
| All | +142.4% | +793.3% | -650.9% | +4.8% |
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