+278.6%
BR vs RACE
+740.2%
-461.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.6% |
| 7D | +5.0% | +0.2% | +4.8% | +4.9% |
| 30D | +16.6% | +6.6% | +10.0% | +14.3% |
| 3M | +12.0% | +2.2% | +9.8% | +11.1% |
| 6M | +30.7% | +22.4% | +8.4% | +22.2% |
| YTD | -11.9% | +13.8% | -25.7% | -16.5% |
| 1Y | -11.6% | +2.2% | -13.8% | -13.3% |
| 3Y | +15.0% | +25.6% | -10.6% | 0.0% |
| 5Y | +18.1% | +71.0% | -52.9% | -11.0% |
| 10Y | +278.6% | +739.1% | -460.5% | +78.7% |
| All | +278.6% | +740.2% | -461.6% | +78.7% |
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