+304.5%
BAH vs RACE
+670.3%
-365.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.3% | +3.5% | +1.7% |
| 7D | +6.0% | +5.7% | +0.4% | +4.7% |
| 30D | +31.1% | +9.3% | +21.8% | +28.4% |
| 3M | +25.2% | +3.8% | +21.3% | +24.0% |
| 6M | +18.9% | +29.8% | -10.9% | +11.7% |
| YTD | +8.3% | +15.6% | -7.3% | +3.8% |
| 1Y | +6.2% | +5.1% | +1.1% | +4.0% |
| 3Y | -22.8% | +30.8% | -53.6% | -29.6% |
| 5Y | +13.6% | +67.4% | -53.8% | -4.1% |
| 10Y | +240.2% | +793.6% | -553.4% | +100.6% |
| All | +304.5% | +670.3% | -365.8% | +124.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling