-0.5%
RACE vs BTG
+17.5%
-18.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.4% | +1.5% |
| 7D | -1.2% | -9.1% | +7.9% | 0.0% |
| 30D | +6.1% | -1.6% | +7.7% | +6.1% |
| 3M | -0.3% | -2.8% | +2.5% | -0.4% |
| 6M | +23.4% | -7.6% | +31.0% | +23.0% |
| YTD | +12.5% | +10.2% | +2.3% | +9.6% |
| 1Y | -0.5% | +21.3% | -21.7% | -3.9% |
| All | -0.5% | +17.5% | -18.0% | -3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling