+137.5%
BB vs RACE
+28.1%
+109.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.5% | +5.9% | +4.8% |
| 7D | +3.8% | +5.1% | -1.3% | +2.4% |
| 30D | -0.3% | +7.7% | -8.0% | -2.3% |
| 3M | -0.5% | +2.2% | -2.6% | -1.2% |
| 6M | +45.9% | +23.8% | +22.2% | +36.4% |
| YTD | +130.6% | +13.9% | +116.7% | +119.5% |
| 1Y | +89.2% | +3.8% | +85.4% | +84.7% |
| 3Y | +137.5% | +28.0% | +109.5% | +102.1% |
| All | +137.5% | +28.1% | +109.4% | +102.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling