+12.0%
MSCI vs RACE
+3.3%
+8.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -2.1% |
| 7D | +2.8% | +5.1% | -2.3% | +2.3% |
| 30D | +15.4% | +7.7% | +7.7% | +14.6% |
| 3M | +13.4% | +2.2% | +11.2% | +13.1% |
| 6M | +10.9% | +23.8% | -12.9% | +9.5% |
| YTD | +13.0% | +13.9% | -0.9% | +13.1% |
| 1Y | +12.0% | +3.8% | +8.3% | +14.3% |
| All | +12.0% | +3.3% | +8.8% | +14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling