+140.1%
BP vs RACE
+717.8%
-577.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.5% | +3.7% | +1.9% |
| 7D | +2.5% | -4.0% | +6.5% | +3.5% |
| 30D | -5.6% | +3.5% | -9.1% | -6.6% |
| 3M | +8.0% | -0.4% | +8.5% | +7.8% |
| 6M | +5.7% | +23.2% | -17.5% | -1.2% |
| YTD | +36.8% | +11.0% | +25.8% | +30.3% |
| 1Y | +30.7% | -2.2% | +32.9% | +29.4% |
| 3Y | +51.6% | +22.5% | +29.1% | +34.0% |
| 5Y | +112.2% | +63.2% | +49.0% | +65.2% |
| All | +140.1% | +717.8% | -577.8% | +21.8% |
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