+785.4%
MSCI vs RACE
+740.1%
+45.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.6% |
| 7D | +2.8% | +5.1% | -2.3% | +0.5% |
| 30D | +15.4% | +7.7% | +7.7% | +11.5% |
| 3M | +13.4% | +2.2% | +11.2% | +12.0% |
| 6M | +10.9% | +23.8% | -12.9% | -0.9% |
| YTD | +13.0% | +13.9% | -0.9% | +3.4% |
| 1Y | +12.0% | +3.8% | +8.3% | +7.4% |
| 3Y | +34.1% | +28.0% | +6.1% | +5.6% |
| 5Y | +3.9% | +64.9% | -61.0% | -31.3% |
| All | +785.4% | +740.1% | +45.3% | +212.0% |
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