-22.5%
UBER vs RACE
-15.2%
-7.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.5% | -3.2% |
| 7D | -2.8% | -1.0% | -1.8% | -2.5% |
| 30D | -2.5% | -1.5% | -1.0% | -2.2% |
| 3M | +4.4% | +15.5% | -11.1% | +0.7% |
| 6M | -2.7% | +17.3% | -20.0% | -7.0% |
| YTD | -10.5% | +11.1% | -21.6% | -14.0% |
| 1Y | -22.5% | -14.3% | -8.2% | -22.2% |
| All | -22.5% | -15.2% | -7.3% | -22.2% |
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