+307.0%
EWY vs RACE
+791.1%
-484.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.5% | +1.0% |
| 7D | +8.0% | -1.0% | +9.1% | +8.5% |
| 30D | +14.3% | -1.5% | +15.9% | +15.1% |
| 3M | +2.3% | +15.5% | -13.2% | -3.9% |
| 6M | +49.9% | +17.3% | +32.6% | +39.6% |
| YTD | +95.3% | +11.1% | +84.2% | +85.2% |
| 1Y | +161.7% | -14.3% | +176.0% | +173.6% |
| 3Y | +230.2% | +40.2% | +190.0% | +167.5% |
| 5Y | +148.1% | +92.6% | +55.6% | +70.4% |
| All | +307.0% | +791.1% | -484.1% | +49.7% |
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