+421.9%
ETSY vs RACE
+783.2%
-361.2%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.7% |
| 7D | -12.9% | -2.6% | -10.2% | -11.4% |
| 30D | -11.5% | -1.1% | -10.4% | -11.1% |
| 3M | +3.5% | +12.5% | -9.0% | -4.1% |
| 6M | +27.6% | +17.4% | +10.2% | +14.4% |
| YTD | +28.4% | +10.1% | +18.3% | +17.9% |
| 1Y | +27.1% | -15.1% | +42.2% | +35.0% |
| 3Y | +6.0% | +38.9% | -32.9% | -25.4% |
| 5Y | -67.1% | +90.7% | -157.8% | -81.5% |
| 10Y | +421.9% | +801.8% | -379.9% | +21.1% |
| All | +421.9% | +783.2% | -361.2% | +21.1% |
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