+377.8%
ETR vs RACE
+741.5%
-363.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.2% | +0.2% |
| 7D | +0.1% | -3.9% | +3.9% | +0.9% |
| 30D | +7.7% | +6.8% | +0.9% | +6.2% |
| 3M | +5.7% | +1.3% | +4.4% | +5.3% |
| 6M | -0.3% | +26.3% | -26.5% | -5.5% |
| YTD | +23.4% | +13.8% | +9.6% | +18.9% |
| 1Y | +18.5% | -0.5% | +18.9% | +17.6% |
| 3Y | +155.6% | +25.6% | +129.9% | +132.0% |
| 5Y | +158.7% | +67.6% | +91.1% | +113.8% |
| 10Y | +377.8% | +724.7% | -346.9% | +181.7% |
| All | +377.8% | +741.5% | -363.7% | +181.7% |
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 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