+78.8%
U vs RACE
+26.1%
+52.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.4% | -1.9% |
| 7D | +24.4% | +0.2% | +24.1% | +24.1% |
| 30D | +7.4% | +6.6% | +0.8% | +5.0% |
| 3M | +16.8% | +2.2% | +14.6% | +15.8% |
| 6M | +78.8% | +22.4% | +56.4% | +67.5% |
| YTD | +14.0% | +13.8% | +0.2% | +8.1% |
| 1Y | +16.7% | +2.2% | +14.5% | +13.9% |
| All | +78.8% | +26.1% | +52.7% | +63.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling