+532.2%
BE vs RACE
+64.4%
+467.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.4% | -6.3% | -5.7% |
| 7D | +10.8% | -1.2% | +12.0% | +11.6% |
| 30D | -19.8% | +6.1% | -25.9% | -22.5% |
| 3M | -18.7% | -0.3% | -18.4% | -18.6% |
| 6M | -33.7% | +23.4% | -57.2% | -41.7% |
| YTD | +121.0% | +12.5% | +108.4% | +100.1% |
| 1Y | +85.4% | -0.5% | +85.9% | +83.2% |
| 3Y | +1,709.5% | +23.6% | +1,685.9% | +1,111.8% |
| All | +532.2% | +64.4% | +467.8% | +190.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling