+23.6%
RACE vs BUD
+49.6%
-26.0%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.2% | +1.0% |
| 7D | -1.2% | +1.0% | -2.2% | -1.6% |
| 30D | +6.1% | +6.7% | -0.5% | +3.4% |
| 3M | -0.3% | +5.7% | -6.0% | -2.7% |
| 6M | +23.4% | +5.8% | +17.6% | +20.1% |
| YTD | +12.5% | +34.4% | -21.9% | -1.4% |
| 1Y | -0.5% | +33.3% | -33.7% | -12.5% |
| 3Y | +23.6% | +48.8% | -25.2% | +0.8% |
| All | +23.6% | +49.6% | -26.0% | +0.8% |
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