+82.1%
EWT vs RACE
-13.6%
+95.7%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.6% | -4.1% | -2.9% |
| 7D | -1.1% | -2.2% | +1.1% | -0.6% |
| 30D | +4.8% | -0.4% | +5.2% | +4.8% |
| 3M | +11.1% | +17.9% | -6.8% | +6.9% |
| 6M | +54.6% | +19.3% | +35.4% | +47.5% |
| YTD | +71.4% | +11.9% | +59.6% | +64.6% |
| 1Y | +82.1% | -12.7% | +94.8% | +78.9% |
| All | +82.1% | -13.6% | +95.7% | +78.9% |
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