+520.8%
EWT vs RACE
+783.2%
-262.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.5% |
| 7D | +2.1% | -2.6% | +4.8% | +3.1% |
| 30D | +9.4% | -1.1% | +10.5% | +9.6% |
| 3M | +10.9% | +12.5% | -1.7% | +5.9% |
| 6M | +57.9% | +17.4% | +40.5% | +48.1% |
| YTD | +75.9% | +10.1% | +65.8% | +68.1% |
| 1Y | +89.7% | -15.1% | +104.8% | +97.2% |
| 3Y | +200.9% | +38.9% | +162.0% | +153.5% |
| 5Y | +154.5% | +90.7% | +63.8% | +86.6% |
| 10Y | +520.8% | +801.8% | -281.1% | +156.6% |
| All | +520.8% | +783.2% | -262.4% | +156.6% |
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