-38.7%
BTDR vs RACE
+100.3%
-139.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | -2.5% | -10.3% | -11.9% |
| 7D | +15.4% | -4.0% | +19.4% | +17.3% |
| 30D | -33.4% | +3.5% | -37.0% | -34.1% |
| 3M | -32.0% | -0.4% | -31.6% | -31.7% |
| 6M | -52.2% | +23.2% | -75.4% | -55.1% |
| YTD | -45.3% | +11.0% | -56.3% | -47.2% |
| 1Y | -56.0% | -2.2% | -53.8% | -56.1% |
| 3Y | +54.4% | +22.5% | +31.9% | +50.0% |
| 5Y | -38.5% | +63.2% | -101.7% | -40.4% |
| All | -38.7% | +100.3% | -139.0% | -39.5% |
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