+30.0%
RACE vs BUD
+51.6%
-21.6%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.8% | -4.2% | -3.0% |
| 7D | +5.7% | +7.1% | -1.5% | +2.8% |
| 30D | +9.3% | +12.7% | -3.4% | +4.2% |
| 3M | +3.8% | 0.0% | +3.8% | +3.6% |
| 6M | +29.8% | +7.6% | +22.2% | +25.4% |
| YTD | +15.6% | +35.0% | -19.4% | +1.2% |
| 1Y | +5.1% | +37.6% | -32.5% | -8.8% |
| All | +30.0% | +51.6% | -21.6% | +5.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling