+31.1%
BA vs RACE
+752.7%
-721.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.3% | -0.2% | -1.3% |
| 7D | -0.1% | +5.7% | -5.7% | -3.0% |
| 30D | -9.1% | +9.3% | -18.4% | -13.4% |
| 3M | -28.2% | +3.8% | -32.0% | -29.8% |
| 6M | -23.1% | +29.8% | -52.9% | -33.5% |
| YTD | -20.6% | +15.6% | -36.2% | -27.8% |
| 1Y | -12.7% | +5.1% | -17.8% | -16.6% |
| 3Y | -11.6% | +30.8% | -42.3% | -30.7% |
| 5Y | -23.1% | +67.4% | -90.6% | -50.0% |
| All | +31.1% | +752.7% | -721.6% | -49.5% |
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