+820.4%
MSCI vs RACE
+741.5%
+78.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -1.9% | -3.9% | +2.0% | 0.0% |
| 30D | +16.5% | +6.8% | +9.7% | +12.9% |
| 3M | +18.2% | +1.3% | +16.9% | +17.2% |
| 6M | +14.0% | +26.3% | -12.3% | +0.9% |
| YTD | +16.6% | +13.8% | +2.8% | +6.8% |
| 1Y | +14.8% | -0.5% | +15.3% | +12.5% |
| 3Y | +33.3% | +25.6% | +7.6% | +6.1% |
| 5Y | +9.1% | +67.6% | -58.5% | -28.5% |
| 10Y | +820.4% | +724.7% | +95.7% | +215.2% |
| All | +820.4% | +741.5% | +78.9% | +215.2% |
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