+55.5%
EWT vs RACE
-4.6%
+60.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.5% | -0.5% | -2.2% |
| 7D | +13.2% | -4.0% | +17.2% | +14.5% |
| 30D | -14.3% | +3.5% | -17.8% | -15.0% |
| 3M | -8.4% | -0.4% | -8.0% | -8.3% |
| 6M | +3.7% | +23.2% | -19.4% | -3.0% |
| YTD | +53.1% | +11.0% | +42.1% | +46.3% |
| 1Y | +55.5% | -2.2% | +57.7% | +51.9% |
| All | +55.5% | -4.6% | +60.1% | +51.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling