-83.3%
SPXU vs RACE
+67.1%
-150.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +0.7% | -7.7% | -6.4% |
| 7D | -1.5% | +3.9% | -5.4% | +2.6% |
| 30D | +9.7% | +7.4% | +2.2% | +17.8% |
| 3M | +8.4% | +1.6% | +6.8% | +11.1% |
| 6M | -5.7% | +23.3% | -29.1% | +17.8% |
| YTD | -25.4% | +14.7% | -40.1% | -11.5% |
| 1Y | -28.9% | +2.5% | -31.4% | -24.5% |
| 3Y | -81.2% | +28.0% | -109.1% | -68.1% |
| 5Y | -83.3% | +69.8% | -153.1% | -35.7% |
| All | -83.3% | +67.1% | -150.4% | -35.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling