+94.5%
RACE vs BTG
+77.3%
+17.2%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.7% |
| 7D | -2.5% | -0.9% | -1.6% | -2.4% |
| 30D | +0.8% | +36.8% | -36.1% | -3.5% |
| 3M | +17.2% | +23.1% | -5.9% | +13.4% |
| 6M | +13.6% | +3.5% | +10.1% | +11.7% |
| YTD | +12.2% | +25.5% | -13.3% | +7.3% |
| 1Y | -16.3% | +40.1% | -56.4% | -21.4% |
| 3Y | +36.4% | +101.1% | -64.7% | +18.6% |
| All | +94.5% | +77.3% | +17.2% | +70.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling