+274.5%
BBY vs RACE
+740.2%
-465.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -1.7% |
| 7D | +10.9% | +0.2% | +10.7% | +10.9% |
| 30D | +19.6% | +6.6% | +13.0% | +16.5% |
| 3M | +27.6% | +2.2% | +25.4% | +26.1% |
| 6M | +79.4% | +22.4% | +57.1% | +62.8% |
| YTD | +61.7% | +13.8% | +47.9% | +50.1% |
| 1Y | +40.3% | +2.2% | +38.1% | +36.5% |
| 3Y | +87.9% | +25.6% | +62.2% | +57.3% |
| 5Y | +0.2% | +71.0% | -70.8% | -29.8% |
| 10Y | +274.5% | +739.1% | -464.6% | +86.4% |
| All | +274.5% | +740.2% | -465.7% | +86.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling