+675.5%
BE vs RACE
+236.9%
+438.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.7% | +11.2% | +11.5% |
| 7D | -1.2% | +3.9% | -5.1% | -3.7% |
| 30D | -30.9% | +7.4% | -38.3% | -34.2% |
| 3M | -11.6% | +1.6% | -13.2% | -12.7% |
| 6M | -25.7% | +23.3% | -49.0% | -36.7% |
| YTD | +123.1% | +14.7% | +108.5% | +93.7% |
| 1Y | +43.4% | +2.5% | +40.9% | +36.0% |
| 3Y | +1,683.6% | +28.0% | +1,655.7% | +1,106.1% |
| 5Y | +465.4% | +69.8% | +395.6% | +192.6% |
| All | +675.5% | +236.9% | +438.6% | +137.4% |
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 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