+93.4%
RACE vs BUD
+46.3%
+47.1%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | -2.5% | +0.3% | -2.8% | -2.6% |
| 30D | +0.8% | -5.7% | +6.4% | +3.2% |
| 3M | +17.2% | +3.1% | +14.0% | +15.2% |
| 6M | +13.6% | +7.9% | +5.7% | +9.1% |
| YTD | +12.2% | +27.3% | -15.1% | 0.0% |
| 1Y | -16.3% | +37.8% | -54.1% | -28.1% |
| 3Y | +36.4% | +49.8% | -13.4% | +11.6% |
| All | +93.4% | +46.3% | +47.1% | +53.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling