+55.3%
BE vs RACE
+10.6%
+44.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.3% | -10.6% | -7.2% |
| 7D | -12.1% | +9.9% | -22.1% | -13.9% |
| 30D | -30.1% | +12.8% | -42.9% | -31.8% |
| 3M | -12.1% | +7.4% | -19.5% | -13.5% |
| 6M | -30.6% | +27.6% | -58.2% | -32.7% |
| YTD | +130.6% | +18.4% | +112.3% | +142.3% |
| 1Y | +55.3% | +9.5% | +45.8% | +74.2% |
| All | +55.3% | +10.6% | +44.7% | +74.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling