-63.1%
ADVB vs RACE
-2.3%
-60.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +42.7% | -2.5% | +45.1% | +40.4% |
| 7D | +74.2% | -4.0% | +78.2% | +69.3% |
| 30D | -35.9% | +3.5% | -39.4% | -33.3% |
| 3M | -56.4% | -0.4% | -56.0% | -55.8% |
| 6M | -36.7% | +23.2% | -59.9% | -26.3% |
| YTD | -43.3% | +11.0% | -54.3% | -32.0% |
| All | -63.1% | -2.3% | -60.7% | -55.8% |
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 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