+286.2%
BBY vs RACE
+647.6%
-361.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.9% | +5.1% | +3.9% |
| 7D | +9.5% | -2.5% | +12.0% | +10.5% |
| 30D | +6.8% | +0.8% | +6.1% | +6.3% |
| 3M | +28.9% | +17.2% | +11.7% | +20.0% |
| 6M | +37.8% | +13.6% | +24.2% | +29.5% |
| YTD | +38.7% | +12.2% | +26.5% | +30.2% |
| 1Y | +23.7% | -16.3% | +40.0% | +29.9% |
| 3Y | +39.1% | +36.4% | +2.7% | +14.0% |
| 5Y | -0.4% | +95.0% | -95.4% | -31.3% |
| 10Y | +234.0% | +813.2% | -579.2% | +48.8% |
| All | +286.2% | +647.6% | -361.4% | +70.3% |
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