+668.0%
BE vs RACE
+230.7%
+437.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.4% | -6.3% | -5.9% |
| 7D | +10.8% | -1.2% | +12.0% | +11.8% |
| 30D | -19.8% | +6.1% | -25.9% | -23.1% |
| 3M | -18.7% | -0.3% | -18.4% | -18.6% |
| 6M | -33.7% | +23.4% | -57.2% | -43.5% |
| YTD | +121.0% | +12.5% | +108.4% | +94.3% |
| 1Y | +85.4% | -0.5% | +85.9% | +80.0% |
| 3Y | +1,709.5% | +23.6% | +1,685.9% | +1,159.5% |
| 5Y | +462.2% | +65.4% | +396.8% | +196.5% |
| All | +668.0% | +230.7% | +437.3% | +138.1% |
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