+387.2%
BE vs RACE
+65.0%
+322.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -3.8% | -9.8% | -11.4% |
| 7D | -14.7% | +5.1% | -19.8% | -17.0% |
| 30D | -40.5% | +7.7% | -48.2% | -42.9% |
| 3M | -24.3% | +2.2% | -26.5% | -25.3% |
| 6M | -39.3% | +23.8% | -63.1% | -46.8% |
| YTD | +99.4% | +13.9% | +85.5% | +79.3% |
| 1Y | +26.6% | +3.8% | +22.8% | +21.6% |
| 3Y | +1,616.9% | +28.0% | +1,588.9% | +1,008.2% |
| All | +387.2% | +65.0% | +322.1% | +124.2% |
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