+1,076.1%
BE vs RACE
+93.6%
+982.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.9% | +9.3% | +8.5% |
| 7D | +20.0% | -2.5% | +22.5% | +21.6% |
| 30D | +7.9% | +0.8% | +7.1% | +6.9% |
| 3M | -13.2% | +17.2% | -30.4% | -22.1% |
| 6M | +53.5% | +13.6% | +39.9% | +39.3% |
| YTD | +191.0% | +12.2% | +178.8% | +161.2% |
| 1Y | +360.5% | -16.3% | +376.8% | +401.9% |
| 3Y | +1,568.0% | +36.4% | +1,531.6% | +857.1% |
| All | +1,076.1% | +93.6% | +982.6% | +297.3% |
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