+350.3%
SU vs RACE
+92.4%
+257.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +0.9% |
| 7D | -1.0% | -1.0% | +0.1% | -0.8% |
| 30D | +13.7% | -1.5% | +15.2% | +13.8% |
| 3M | +8.0% | +15.5% | -7.4% | +5.7% |
| 6M | +21.0% | +17.3% | +3.7% | +17.7% |
| YTD | +56.2% | +11.1% | +45.1% | +53.1% |
| 1Y | +72.2% | -14.3% | +86.5% | +77.4% |
| 3Y | +118.1% | +40.2% | +77.9% | +93.7% |
| 5Y | +350.3% | +92.6% | +257.8% | +259.1% |
| All | +350.3% | +92.4% | +257.9% | +259.1% |
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 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