+715.6%
RACE vs BUD
-12.5%
+728.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +3.0% |
| 3M | +17.2% | +3.1% | +14.0% | +15.5% |
| 6M | +13.6% | +7.9% | +5.7% | +9.6% |
| YTD | +12.2% | +27.3% | -15.1% | +1.3% |
| 1Y | -16.3% | +37.8% | -54.1% | -26.8% |
| 3Y | +36.4% | +49.8% | -13.4% | +14.3% |
| 5Y | +95.0% | +43.8% | +51.1% | +63.2% |
| 10Y | +813.2% | -22.6% | +835.9% | +848.4% |
| All | +715.6% | -12.5% | +728.1% | +672.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling