+86.2%
SU vs RACE
+10.6%
+75.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.3% | -8.8% | -3.4% |
| 7D | -7.1% | +9.9% | -17.0% | -4.7% |
| 30D | +4.8% | +12.8% | -8.0% | +8.2% |
| 3M | +12.5% | +7.4% | +5.1% | +15.0% |
| 6M | +6.5% | +27.6% | -21.1% | +14.1% |
| YTD | +65.8% | +18.4% | +47.4% | +76.9% |
| 1Y | +86.2% | +9.5% | +76.6% | +104.1% |
| All | +86.2% | +10.6% | +75.6% | +104.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling