+53.5%
BWA vs RACE
-14.0%
+67.5%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.5% |
| 7D | +4.3% | -1.0% | +5.3% | +4.7% |
| 30D | -2.9% | -1.5% | -1.4% | -2.3% |
| 3M | -12.4% | +15.5% | -27.9% | -17.9% |
| 6M | +28.6% | +17.3% | +11.3% | +19.1% |
| YTD | +48.2% | +11.1% | +37.1% | +40.5% |
| All | +53.5% | -14.0% | +67.5% | +52.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling