+18.2%
BB vs RACE
+670.3%
-652.1%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.3% | -2.1% | -3.2% |
| 7D | -8.9% | +5.7% | -14.6% | -11.5% |
| 30D | -12.6% | +9.3% | -21.9% | -16.6% |
| 3M | -4.1% | +3.8% | -8.0% | -6.3% |
| 6M | +49.5% | +29.8% | +19.7% | +28.1% |
| YTD | +120.8% | +15.6% | +105.2% | +99.4% |
| 1Y | +76.2% | +5.1% | +71.1% | +67.3% |
| 3Y | +123.8% | +30.8% | +93.0% | +73.9% |
| 5Y | -24.3% | +67.4% | -91.7% | -50.0% |
| 10Y | +20.1% | +793.6% | -773.5% | -61.4% |
| All | +18.2% | +670.3% | -652.1% | -64.1% |
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 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