+265.7%
SU vs RACE
+832.2%
-566.5%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.6% |
| 7D | +1.7% | -2.2% | +3.9% | +2.3% |
| 30D | +9.6% | -0.4% | +10.0% | +9.6% |
| 3M | +11.7% | +17.9% | -6.2% | +5.7% |
| 6M | +21.9% | +19.3% | +2.6% | +13.9% |
| YTD | +58.6% | +11.9% | +46.8% | +50.4% |
| 1Y | +66.5% | -12.7% | +79.2% | +70.4% |
| 3Y | +121.4% | +41.1% | +80.3% | +81.4% |
| 5Y | +355.7% | +94.1% | +261.7% | +218.1% |
| All | +265.7% | +832.2% | -566.5% | +48.3% |
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