+23.7%
BBY vs RACE
-16.2%
+39.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.9% | +5.1% | +3.5% |
| 7D | +9.5% | -2.5% | +12.0% | +10.0% |
| 30D | +6.8% | +0.8% | +6.1% | +6.4% |
| 3M | +28.9% | +17.2% | +11.7% | +24.0% |
| 6M | +37.8% | +13.6% | +24.2% | +32.0% |
| YTD | +38.7% | +12.2% | +26.5% | +32.2% |
| 1Y | +23.7% | -16.3% | +40.0% | +21.6% |
| All | +23.7% | -16.2% | +39.9% | +21.6% |
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