+96.3%
BWA vs RACE
+729.2%
-632.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.8% |
| 7D | +4.3% | -1.2% | +5.5% | +4.8% |
| 30D | -13.0% | +6.1% | -19.1% | -15.6% |
| 3M | -24.8% | -0.3% | -24.5% | -24.9% |
| 6M | -23.5% | +23.4% | -46.9% | -31.5% |
| YTD | +13.8% | +12.5% | +1.3% | +6.5% |
| 1Y | +13.4% | -0.5% | +13.9% | +12.2% |
| 3Y | +62.8% | +23.6% | +39.1% | +36.2% |
| 5Y | +28.5% | +65.4% | -37.0% | -11.2% |
| All | +96.3% | +729.2% | -632.9% | -37.0% |
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