+157.0%
EWY vs RACE
+24.7%
+132.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.4% | -3.2% | -2.2% |
| 7D | +4.2% | -1.2% | +5.4% | +4.6% |
| 30D | -10.7% | +6.1% | -16.8% | -12.4% |
| 3M | -20.1% | -0.3% | -19.8% | -20.0% |
| 6M | -24.3% | +23.4% | -47.7% | -29.3% |
| YTD | +46.9% | +12.5% | +34.3% | +40.3% |
| 1Y | +55.2% | -0.5% | +55.7% | +53.1% |
| 3Y | +157.0% | +23.6% | +133.3% | +128.4% |
| All | +157.0% | +24.7% | +132.3% | +128.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling