+291.1%
ETR vs RACE
+793.3%
-502.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.2% | +1.4% |
| 7D | +1.4% | -1.0% | +2.5% | +1.6% |
| 30D | +1.9% | -1.5% | +3.4% | +2.1% |
| 3M | +1.0% | +15.5% | -14.5% | -2.3% |
| 6M | +4.8% | +17.3% | -12.4% | +0.7% |
| YTD | +19.5% | +11.1% | +8.4% | +15.9% |
| 1Y | +28.1% | -14.3% | +42.4% | +30.9% |
| 3Y | +151.1% | +40.2% | +111.0% | +121.1% |
| 5Y | +125.2% | +92.6% | +32.6% | +78.5% |
| 10Y | +291.1% | +786.6% | -495.4% | +117.4% |
| All | +291.1% | +793.3% | -502.1% | +117.4% |
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