+722.6%
RACE vs BTG
+167.5%
+555.1%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.2% | +1.8% | -2.1% |
| 7D | -4.0% | -5.9% | +1.9% | -3.5% |
| 30D | +3.5% | -5.0% | +8.5% | +3.9% |
| 3M | -0.4% | -4.5% | +4.0% | -0.3% |
| 6M | +23.2% | -7.0% | +30.2% | +23.1% |
| YTD | +11.0% | +11.4% | -0.4% | +8.8% |
| 1Y | -2.2% | +20.1% | -22.4% | -4.8% |
| 3Y | +22.5% | +81.5% | -58.9% | +14.0% |
| 5Y | +63.2% | +32.1% | +31.0% | +53.3% |
| All | +722.6% | +167.5% | +555.1% | +682.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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