+734.9%
RACE vs SBAC
+97.3%
+637.6%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.5% |
| 7D | +3.9% | +3.0% | +1.0% | +3.0% |
| 30D | +7.4% | +4.3% | +3.1% | +5.9% |
| 3M | +1.6% | +4.1% | -2.5% | 0.0% |
| 6M | +23.3% | -11.6% | +34.9% | +27.2% |
| YTD | +14.7% | +0.4% | +14.3% | +12.4% |
| 1Y | +2.5% | -1.1% | +3.6% | +1.0% |
| 3Y | +28.0% | -7.3% | +35.2% | +25.9% |
| 5Y | +69.8% | -40.8% | +110.6% | +94.6% |
| 10Y | +734.9% | +103.0% | +631.9% | +589.4% |
| All | +734.9% | +97.3% | +637.6% | +589.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 10y: compounded portfolio wealth divided by compounded SBAC 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…
10y analysis · Full analysis span regression · 6 months rolling