+361.8%
ETR vs RACE
+732.7%
-371.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.5% |
| 7D | +0.4% | +5.1% | -4.7% | -0.6% |
| 30D | +7.5% | +7.7% | -0.2% | +5.9% |
| 3M | +4.4% | +2.2% | +2.3% | +3.8% |
| 6M | -1.5% | +23.8% | -25.3% | -6.3% |
| YTD | +21.8% | +13.9% | +7.9% | +17.4% |
| 1Y | +18.4% | +3.8% | +14.6% | +16.4% |
| 3Y | +148.5% | +28.0% | +120.5% | +124.5% |
| 5Y | +152.6% | +64.9% | +87.7% | +109.7% |
| All | +361.8% | +732.7% | -371.0% | +171.4% |
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