-33.9%
BTDR vs RACE
+106.9%
-140.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.7% | +9.2% | +9.6% |
| 7D | +7.1% | +3.9% | +3.2% | +5.8% |
| 30D | -31.4% | +7.4% | -38.8% | -33.1% |
| 3M | -39.2% | +1.6% | -40.9% | -39.4% |
| 6M | -50.9% | +23.3% | -74.2% | -54.0% |
| YTD | -41.0% | +14.7% | -55.7% | -43.9% |
| 1Y | -69.9% | +2.5% | -72.5% | -70.5% |
| 3Y | +87.3% | +28.0% | +59.3% | +79.5% |
| 5Y | -33.6% | +69.8% | -103.4% | -36.5% |
| All | -33.9% | +106.9% | -140.8% | -35.6% |
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