+274.7%
BBY vs RACE
+729.2%
-454.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | 0.0% |
| 7D | +4.5% | -1.2% | +5.7% | +5.0% |
| 30D | +16.8% | +6.1% | +10.7% | +13.9% |
| 3M | +23.2% | -0.3% | +23.5% | +23.1% |
| 6M | +91.9% | +23.4% | +68.5% | +73.4% |
| YTD | +61.6% | +12.5% | +49.1% | +50.7% |
| 1Y | +43.9% | -0.5% | +44.3% | +41.7% |
| 3Y | +88.6% | +23.6% | +65.0% | +58.9% |
| 5Y | -3.1% | +65.4% | -68.5% | -31.2% |
| All | +274.7% | +729.2% | -454.5% | +65.4% |
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