+25.6%
RACE vs BUD
+51.6%
-26.0%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.2% |
| 7D | +0.2% | +6.0% | -5.8% | -1.9% |
| 30D | +6.6% | +11.3% | -4.7% | +2.2% |
| 3M | +2.2% | +3.6% | -1.4% | +0.6% |
| 6M | +22.4% | +7.7% | +14.7% | +18.3% |
| YTD | +13.8% | +36.4% | -22.6% | -0.8% |
| 1Y | +2.2% | +37.8% | -35.6% | -11.4% |
| 3Y | +25.6% | +51.2% | -25.6% | +1.8% |
| All | +25.6% | +51.6% | -26.0% | +1.8% |
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