+48.0%
BAX vs RACE
+10.6%
+37.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.3% | -0.3% | +2.2% |
| 7D | +4.1% | +9.9% | -5.8% | +0.3% |
| 30D | +9.4% | +12.8% | -3.4% | +4.4% |
| 3M | -6.5% | +7.4% | -13.9% | -9.4% |
| 6M | +59.6% | +27.6% | +32.0% | +45.3% |
| YTD | +38.9% | +18.4% | +20.5% | +26.0% |
| 1Y | +48.0% | +9.5% | +38.5% | +40.0% |
| All | +48.0% | +10.6% | +37.4% | +40.0% |
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