+235.5%
EWY vs RACE
+717.8%
-482.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +0.8% | -0.6% |
| 7D | +10.4% | -4.0% | +14.4% | +12.3% |
| 30D | -12.7% | +3.5% | -16.3% | -14.0% |
| 3M | -17.3% | -0.4% | -16.9% | -17.3% |
| 6M | -18.6% | +23.2% | -41.7% | -25.7% |
| YTD | +49.5% | +11.0% | +38.5% | +41.8% |
| 1Y | +55.0% | -2.2% | +57.2% | +54.7% |
| 3Y | +159.0% | +22.5% | +136.5% | +123.3% |
| 5Y | +102.5% | +63.2% | +39.3% | +49.5% |
| All | +235.5% | +717.8% | -482.3% | +33.4% |
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