+49.5%
UBER vs RACE
+65.0%
-15.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.5% |
| 7D | +5.1% | +5.1% | 0.0% | +2.3% |
| 30D | +0.2% | +7.7% | -7.5% | -3.8% |
| 3M | -2.7% | +2.2% | -4.8% | -3.9% |
| 6M | -13.4% | +23.8% | -37.1% | -23.6% |
| YTD | -16.1% | +13.9% | -30.0% | -23.6% |
| 1Y | -25.5% | +3.8% | -29.3% | -28.3% |
| 3Y | +42.5% | +28.0% | +14.4% | +1.3% |
| All | +49.5% | +65.0% | -15.6% | -24.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling