+71.2%
UBER vs RACE
+212.1%
-140.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.7% | +3.1% | +3.4% |
| 7D | +6.7% | +3.9% | +2.8% | +4.2% |
| 30D | -0.5% | +7.4% | -7.9% | -4.7% |
| 3M | -5.1% | +1.6% | -6.7% | -6.2% |
| 6M | -5.7% | +23.3% | -29.0% | -17.8% |
| YTD | -12.9% | +14.7% | -27.6% | -21.9% |
| 1Y | -22.6% | +2.5% | -25.2% | -25.5% |
| 3Y | +42.2% | +28.0% | +14.2% | +4.3% |
| 5Y | +56.4% | +69.8% | -13.4% | -11.0% |
| All | +71.2% | +212.1% | -140.9% | -46.7% |
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