+722.6%
RACE vs BUD
-3.2%
+725.8%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.4% |
| 7D | -4.0% | -1.6% | -2.4% | -3.4% |
| 30D | +3.5% | +6.7% | -3.1% | +0.9% |
| 3M | -0.4% | +5.9% | -6.3% | -2.9% |
| 6M | +23.2% | +5.1% | +18.1% | +20.2% |
| YTD | +11.0% | +32.9% | -21.9% | -1.3% |
| 1Y | -2.2% | +31.8% | -34.1% | -12.9% |
| 3Y | +22.5% | +47.4% | -24.8% | +3.8% |
| 5Y | +63.2% | +50.8% | +12.4% | +35.1% |
| All | +722.6% | -3.2% | +725.8% | +645.0% |
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