+769.2%
TSEM vs RACE
+740.1%
+29.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -1.5% | +6.3% | +5.4% |
| 7D | -17.5% | +5.1% | -22.6% | -19.2% |
| 30D | -44.7% | +7.7% | -52.4% | -46.3% |
| 3M | -38.9% | +2.2% | -41.1% | -39.6% |
| 6M | -36.7% | +23.8% | -60.4% | -42.5% |
| YTD | +17.0% | +13.9% | +3.1% | +8.1% |
| 1Y | +62.8% | +3.8% | +59.0% | +56.5% |
| 3Y | +471.3% | +28.0% | +443.3% | +377.8% |
| 5Y | +290.3% | +64.9% | +225.4% | +182.8% |
| All | +769.2% | +740.1% | +29.2% | +203.5% |
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