+847.5%
MSCI vs RACE
+729.2%
+118.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | 0.0% | +0.7% |
| 7D | +3.0% | -1.2% | +4.2% | +3.6% |
| 30D | +17.8% | +6.1% | +11.7% | +14.6% |
| 3M | +15.2% | -0.3% | +15.5% | +15.1% |
| 6M | +16.5% | +23.4% | -6.9% | +4.3% |
| YTD | +16.4% | +12.5% | +3.8% | +7.1% |
| 1Y | +16.8% | -0.5% | +17.3% | +14.4% |
| 3Y | +35.8% | +23.6% | +12.1% | +9.1% |
| 5Y | +7.0% | +65.4% | -58.5% | -29.4% |
| All | +847.5% | +729.2% | +118.3% | +239.8% |
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