+707.7%
BE vs RACE
+226.1%
+481.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.5% | -1.1% | -1.9% |
| 7D | +20.5% | -4.0% | +24.5% | +24.1% |
| 30D | -23.4% | +3.5% | -26.9% | -25.1% |
| 3M | -14.9% | -0.4% | -14.4% | -14.6% |
| 6M | -28.1% | +23.2% | -51.2% | -38.5% |
| YTD | +132.4% | +11.0% | +121.4% | +106.4% |
| 1Y | +59.4% | -2.2% | +61.6% | +56.9% |
| 3Y | +1,815.8% | +22.5% | +1,793.3% | +1,240.6% |
| 5Y | +491.3% | +63.2% | +428.1% | +215.1% |
| All | +707.7% | +226.1% | +481.6% | +153.0% |
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