+865.7%
TSEM vs RACE
+738.3%
+127.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.7% | +10.2% | +10.6% |
| 7D | -2.0% | +3.9% | -5.9% | -3.4% |
| 30D | -33.4% | +7.4% | -40.8% | -35.3% |
| 3M | -39.7% | +1.6% | -41.3% | -40.3% |
| 6M | -27.8% | +23.3% | -51.1% | -34.4% |
| YTD | +29.7% | +14.7% | +15.0% | +19.6% |
| 1Y | +81.1% | +2.5% | +78.6% | +75.1% |
| 3Y | +529.3% | +28.0% | +501.3% | +426.9% |
| 5Y | +315.0% | +69.8% | +245.1% | +196.5% |
| 10Y | +865.7% | +734.9% | +130.8% | +235.7% |
| All | +865.7% | +738.3% | +127.4% | +235.7% |
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