+724.7%
RACE vs SBAC
+109.8%
+614.8%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.2% |
| 7D | -3.9% | -2.8% | -1.1% | -3.0% |
| 30D | +6.8% | +3.1% | +3.7% | +5.7% |
| 3M | +1.3% | +5.1% | -3.8% | -0.6% |
| 6M | +26.3% | -11.4% | +37.7% | +30.1% |
| YTD | +13.8% | +0.2% | +13.6% | +11.7% |
| 1Y | -0.5% | -3.9% | +3.5% | -1.0% |
| 3Y | +25.6% | -7.7% | +33.3% | +23.8% |
| 5Y | +67.6% | -39.7% | +107.3% | +90.9% |
| 10Y | +724.7% | +111.9% | +612.8% | +569.6% |
| All | +724.7% | +109.8% | +614.8% | +569.6% |
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