+70.0%
UBER vs RACE
+209.7%
-139.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +1.2% | -3.9% | +5.0% | +3.6% |
| 30D | -1.1% | +6.8% | -8.0% | -5.0% |
| 3M | -10.0% | +1.3% | -11.3% | -10.9% |
| 6M | -7.2% | +26.3% | -33.5% | -20.2% |
| YTD | -13.5% | +13.8% | -27.3% | -22.1% |
| 1Y | -24.5% | -0.5% | -24.0% | -25.9% |
| 3Y | +37.0% | +25.6% | +11.4% | +1.9% |
| 5Y | +63.3% | +67.6% | -4.3% | -6.2% |
| All | +70.0% | +209.7% | -139.7% | -46.8% |
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