+801.8%
RACE vs BTG
+147.2%
+654.6%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.5% | -1.0% |
| 7D | -2.6% | +2.4% | -5.0% | -2.8% |
| 30D | -1.1% | +9.5% | -10.6% | -1.9% |
| 3M | +12.5% | +38.5% | -26.0% | +9.4% |
| 6M | +17.4% | +5.6% | +11.8% | +16.1% |
| YTD | +10.1% | +23.9% | -13.8% | +7.3% |
| 1Y | -15.1% | +32.1% | -47.3% | -17.9% |
| 3Y | +38.9% | +103.2% | -64.3% | +28.7% |
| 5Y | +90.7% | +79.7% | +10.9% | +77.1% |
| 10Y | +801.8% | +159.1% | +642.7% | +756.9% |
| All | +801.8% | +147.2% | +654.6% | +756.9% |
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