+463.5%
BTSG vs RACE
+21.8%
+441.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.7% |
| 7D | +2.9% | -2.6% | +5.5% | +3.4% |
| 30D | +0.9% | -1.1% | +2.0% | +0.9% |
| 3M | +1.6% | +12.5% | -10.9% | -0.9% |
| 6M | +46.8% | +17.4% | +29.4% | +41.6% |
| YTD | +65.5% | +10.1% | +55.4% | +61.2% |
| 1Y | +136.2% | -15.1% | +151.4% | +142.4% |
| All | +463.5% | +21.8% | +441.8% | +431.3% |
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