+41.5%
BBY vs RACE
+39.3%
+2.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | -0.1% | -0.8% |
| 7D | +8.1% | -1.0% | +9.1% | +8.4% |
| 30D | +8.9% | -1.5% | +10.5% | +9.2% |
| 3M | +22.0% | +15.5% | +6.6% | +16.8% |
| 6M | +37.8% | +17.3% | +20.5% | +30.9% |
| YTD | +37.3% | +11.1% | +26.2% | +31.7% |
| 1Y | +21.6% | -14.3% | +35.8% | +24.7% |
| 3Y | +41.5% | +40.2% | +1.3% | +23.1% |
| All | +41.5% | +39.3% | +2.2% | +23.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling