-4.6%
BROS vs RACE
+95.2%
-99.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -20.4% | -3.9% | -16.6% | -18.4% |
| 30D | -6.1% | +6.8% | -12.9% | -9.1% |
| 3M | -29.4% | +1.3% | -30.7% | -29.9% |
| 6M | -31.5% | +26.3% | -57.8% | -40.3% |
| YTD | -42.8% | +13.8% | -56.6% | -47.8% |
| 1Y | -37.5% | -0.5% | -37.0% | -38.2% |
| 3Y | +27.2% | +25.6% | +1.5% | -4.8% |
| 5Y | -47.0% | +67.6% | -114.6% | -73.8% |
| All | -4.6% | +95.2% | -99.7% | -49.3% |
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