+300.1%
BR vs RACE
+658.9%
-358.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.4% |
| 7D | +6.5% | +5.1% | +1.4% | +4.9% |
| 30D | +18.9% | +7.7% | +11.2% | +16.4% |
| 3M | +16.3% | +2.2% | +14.1% | +15.4% |
| 6M | +26.2% | +23.8% | +2.4% | +18.0% |
| YTD | -13.1% | +13.9% | -27.0% | -17.4% |
| 1Y | -10.5% | +3.8% | -14.2% | -12.6% |
| 3Y | +13.3% | +28.0% | -14.7% | -0.9% |
| 5Y | +19.9% | +64.9% | -45.0% | -6.1% |
| 10Y | +254.2% | +780.4% | -526.1% | +75.1% |
| All | +300.1% | +658.9% | -358.8% | +97.7% |
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 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