+28.1%
ETR vs RACE
-15.2%
+43.3%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.2% | +1.2% |
| 7D | +1.4% | -1.0% | +2.5% | +1.4% |
| 30D | +1.9% | -1.5% | +3.4% | +1.9% |
| 3M | +1.0% | +15.5% | -14.5% | +0.3% |
| 6M | +4.8% | +17.3% | -12.4% | +4.0% |
| YTD | +19.5% | +11.1% | +8.4% | +18.7% |
| 1Y | +28.1% | -14.3% | +42.4% | +29.7% |
| All | +28.1% | -15.2% | +43.3% | +29.7% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling