+15.5%
BND vs RACE
+793.3%
-777.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | -0.1% |
| 7D | +0.1% | -1.0% | +1.2% | +0.2% |
| 30D | -0.4% | -1.5% | +1.2% | -0.3% |
| 3M | -0.2% | +15.5% | -15.7% | -0.7% |
| 6M | -1.2% | +17.3% | -18.5% | -1.7% |
| YTD | -0.3% | +11.1% | -11.4% | -0.7% |
| 1Y | +0.4% | -14.3% | +14.7% | +0.6% |
| 3Y | +13.4% | +40.2% | -26.8% | +11.8% |
| 5Y | -1.5% | +92.6% | -94.1% | -3.9% |
| 10Y | +15.5% | +786.6% | -771.1% | +10.8% |
| All | +15.5% | +793.3% | -777.8% | +10.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling