+72.0%
SU vs RACE
-14.8%
+86.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +1.5% |
| 7D | +1.6% | -2.6% | +4.2% | +1.1% |
| 30D | +10.7% | -1.1% | +11.8% | +10.6% |
| 3M | +13.5% | +12.5% | +1.0% | +15.9% |
| 6M | +21.8% | +17.4% | +4.4% | +25.8% |
| YTD | +58.8% | +10.1% | +48.7% | +63.7% |
| 1Y | +72.0% | -15.1% | +87.2% | +80.6% |
| All | +72.0% | -14.8% | +86.8% | +80.6% |
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 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