+8.8%
BB vs RACE
+647.6%
-638.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +1.0% |
| 7D | -5.6% | -2.5% | -3.1% | -4.3% |
| 30D | -11.8% | +0.8% | -12.6% | -12.3% |
| 3M | -25.5% | +17.2% | -42.7% | -32.2% |
| 6M | +121.3% | +13.6% | +107.7% | +103.5% |
| YTD | +103.2% | +12.2% | +91.0% | +86.7% |
| 1Y | +102.6% | -16.3% | +118.9% | +115.3% |
| 3Y | +37.5% | +36.4% | +1.1% | +3.9% |
| 5Y | -30.4% | +95.0% | -125.4% | -57.5% |
| 10Y | 0.0% | +813.2% | -813.2% | -67.9% |
| All | +8.8% | +647.6% | -638.8% | -66.4% |
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