+31.8%
BA vs RACE
+740.1%
-708.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.3% |
| 7D | +1.1% | +5.1% | -4.0% | -1.6% |
| 30D | -7.9% | +7.7% | -15.6% | -11.5% |
| 3M | -25.3% | +2.2% | -27.5% | -26.4% |
| 6M | -24.6% | +23.8% | -48.3% | -33.1% |
| YTD | -20.1% | +13.9% | -34.0% | -26.9% |
| 1Y | -11.8% | +3.8% | -15.5% | -15.1% |
| 3Y | -10.1% | +28.0% | -38.2% | -28.7% |
| 5Y | -22.7% | +64.9% | -87.7% | -49.4% |
| All | +31.8% | +740.1% | -708.3% | -48.8% |
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