+26.7%
BTDR vs RACE
+100.5%
-73.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.3% | +2.7% |
| 7D | +22.4% | -1.0% | +23.5% | +22.9% |
| 30D | +16.5% | -1.5% | +18.0% | +17.5% |
| 3M | -31.5% | +15.5% | -46.9% | -34.5% |
| 6M | +74.0% | +17.3% | +56.7% | +66.1% |
| YTD | +13.0% | +11.1% | +1.9% | +8.8% |
| 1Y | -0.2% | -14.3% | +14.0% | +2.0% |
| 3Y | +9.9% | +40.2% | -30.3% | +6.5% |
| 5Y | +28.1% | +92.6% | -64.5% | +25.4% |
| All | +26.7% | +100.5% | -73.8% | +24.7% |
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