+33.2%
BE vs RACE
+2.2%
+31.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.8% | -3.6% | -4.2% |
| 7D | -13.4% | +0.2% | -13.6% | -13.2% |
| 30D | -33.9% | +6.6% | -40.5% | -34.6% |
| 3M | -12.0% | +2.2% | -14.2% | -12.3% |
| 6M | -29.0% | +22.4% | -51.4% | -30.3% |
| YTD | +113.4% | +13.8% | +99.6% | +127.4% |
| 1Y | +33.2% | +2.2% | +31.0% | +51.4% |
| All | +33.2% | +2.2% | +31.0% | +51.4% |
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 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