+911.5%
BE vs RACE
+229.7%
+681.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.9% | +9.3% | +8.7% |
| 7D | +20.0% | -2.5% | +22.5% | +21.9% |
| 30D | +7.9% | +0.8% | +7.1% | +6.8% |
| 3M | -13.2% | +17.2% | -30.4% | -23.5% |
| 6M | +53.5% | +13.6% | +39.9% | +36.7% |
| YTD | +191.0% | +12.2% | +178.8% | +155.5% |
| 1Y | +360.5% | -16.3% | +376.8% | +394.4% |
| 3Y | +1,568.0% | +36.4% | +1,531.6% | +948.9% |
| 5Y | +1,055.2% | +95.0% | +960.2% | +430.4% |
| All | +911.5% | +229.7% | +681.7% | +213.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling