-99.5%
SPXU vs RACE
+740.2%
-839.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +0.3% |
| 7D | +0.5% | +0.2% | +0.3% | +1.3% |
| 30D | +10.9% | +6.6% | +4.3% | +19.4% |
| 3M | +9.6% | +2.2% | +7.4% | +13.3% |
| 6M | -4.7% | +22.4% | -27.1% | +21.5% |
| YTD | -24.6% | +13.8% | -38.4% | -9.4% |
| 1Y | -24.7% | +2.2% | -26.9% | -19.6% |
| 3Y | -80.0% | +25.6% | -105.7% | -68.3% |
| 5Y | -83.5% | +71.0% | -154.5% | -46.9% |
| 10Y | -99.5% | +739.1% | -838.6% | -90.6% |
| All | -99.5% | +740.2% | -839.7% | -90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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