+1,301.0%
TSEM vs RACE
+793.3%
+507.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.2% | -0.8% |
| 7D | +10.4% | -1.0% | +11.5% | +10.8% |
| 30D | -12.9% | -1.5% | -11.4% | -12.6% |
| 3M | -9.2% | +15.5% | -24.6% | -15.0% |
| 6M | +98.8% | +17.3% | +81.5% | +84.1% |
| YTD | +87.2% | +11.1% | +76.1% | +75.1% |
| 1Y | +239.0% | -14.3% | +253.2% | +250.6% |
| 3Y | +679.5% | +40.2% | +639.3% | +523.8% |
| 5Y | +667.3% | +92.6% | +574.7% | +413.2% |
| 10Y | +1,301.0% | +786.6% | +514.4% | +391.8% |
| All | +1,301.0% | +793.3% | +507.8% | +391.8% |
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