+39.3%
BE vs RACE
+3.0%
+36.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.7% | +11.2% | +11.8% |
| 7D | -1.2% | +3.9% | -5.1% | -1.8% |
| 30D | -30.9% | +7.4% | -38.3% | -31.7% |
| 3M | -11.6% | +1.6% | -13.2% | -11.9% |
| 6M | -25.7% | +23.3% | -49.0% | -27.3% |
| YTD | +123.1% | +14.7% | +108.5% | +137.4% |
| All | +39.3% | +3.0% | +36.3% | +58.0% |
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 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