+62.7%
UBER vs RACE
+36.9%
+25.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.3% |
| 7D | -3.9% | -2.5% | -1.4% | -3.1% |
| 30D | +11.1% | +0.8% | +10.3% | +10.8% |
| 3M | +4.9% | +17.2% | -12.2% | -0.2% |
| 6M | -1.2% | +13.6% | -14.7% | -5.5% |
| YTD | -7.3% | +12.2% | -19.5% | -11.4% |
| 1Y | -17.6% | -16.3% | -1.4% | -14.0% |
| All | +62.7% | +36.9% | +25.9% | +21.9% |
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