+354.7%
BBY vs RACE
+658.2%
-303.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +3.7% | -3.9% | +7.6% | +5.4% |
| 30D | +20.9% | +6.8% | +14.1% | +17.8% |
| 3M | +27.6% | +1.3% | +26.3% | +26.7% |
| 6M | +86.9% | +26.3% | +60.6% | +68.5% |
| YTD | +63.3% | +13.8% | +49.5% | +52.5% |
| 1Y | +42.6% | -0.5% | +43.0% | +40.6% |
| 3Y | +89.8% | +25.6% | +64.2% | +62.1% |
| 5Y | -0.1% | +67.6% | -67.7% | -26.5% |
| 10Y | +294.3% | +724.7% | -430.4% | +79.7% |
| All | +354.7% | +658.2% | -303.5% | +99.4% |
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 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