+641.7%
BE vs RACE
+234.4%
+407.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.8% | -3.6% | -3.8% |
| 7D | -13.4% | +0.2% | -13.6% | -13.5% |
| 30D | -33.9% | +6.6% | -40.5% | -36.7% |
| 3M | -12.0% | +2.2% | -14.2% | -13.4% |
| 6M | -29.0% | +22.4% | -51.4% | -39.1% |
| YTD | +113.4% | +13.8% | +99.6% | +86.2% |
| 1Y | +33.2% | +2.2% | +31.0% | +26.6% |
| 3Y | +1,659.2% | +25.6% | +1,633.6% | +1,109.5% |
| 5Y | +461.4% | +71.0% | +390.4% | +188.4% |
| All | +641.7% | +234.4% | +407.3% | +128.3% |
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 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