+150.1%
EXE vs RACE
+108.2%
+41.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.8% | +3.1% | +2.4% |
| 7D | -2.2% | +0.2% | -2.4% | -2.3% |
| 30D | -0.3% | +6.6% | -6.9% | -1.4% |
| 3M | -9.3% | +2.2% | -11.5% | -9.8% |
| 6M | -7.2% | +22.4% | -29.6% | -10.9% |
| YTD | -18.9% | +13.8% | -32.7% | -21.4% |
| 1Y | -21.7% | +2.2% | -23.9% | -22.2% |
| 3Y | +21.0% | +25.6% | -4.6% | +10.8% |
| 5Y | +76.0% | +71.0% | +5.0% | +44.7% |
| All | +150.1% | +108.2% | +41.9% | +97.2% |
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