+734.9%
RACE vs BUD
-8.7%
+743.6%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.7% | +0.2% |
| 7D | +3.9% | +1.3% | +2.6% | +3.3% |
| 30D | +7.4% | +10.0% | -2.6% | +3.5% |
| 3M | +1.6% | +1.6% | 0.0% | +0.7% |
| 6M | +23.3% | +6.5% | +16.8% | +19.8% |
| YTD | +14.7% | +34.8% | -20.2% | +1.4% |
| 1Y | +2.5% | +36.5% | -33.9% | -9.8% |
| 3Y | +28.0% | +49.0% | -21.0% | +8.0% |
| 5Y | +69.8% | +51.7% | +18.1% | +40.2% |
| 10Y | +734.9% | -7.5% | +742.4% | +675.6% |
| All | +734.9% | -8.7% | +743.6% | +675.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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