+99.5%
BWA vs RACE
+738.3%
-638.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.7% | +5.1% |
| 7D | -0.6% | +3.9% | -4.5% | -2.5% |
| 30D | -16.1% | +7.4% | -23.5% | -19.0% |
| 3M | -24.6% | +1.6% | -26.2% | -25.4% |
| 6M | -15.7% | +23.3% | -39.0% | -24.4% |
| YTD | +15.1% | +14.7% | +0.4% | +6.7% |
| 1Y | +15.9% | +2.5% | +13.3% | +13.1% |
| 3Y | +67.1% | +28.0% | +39.1% | +37.5% |
| 5Y | +34.7% | +69.8% | -35.1% | -7.9% |
| 10Y | +99.5% | +734.9% | -635.4% | -31.2% |
| All | +99.5% | +738.3% | -638.8% | -31.2% |
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