+82.2%
UBER vs RACE
+205.4%
-123.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.9% |
| 7D | -3.9% | -2.5% | -1.4% | -2.4% |
| 30D | +11.1% | +0.8% | +10.3% | +10.5% |
| 3M | +4.9% | +17.2% | -12.2% | -5.2% |
| 6M | -1.2% | +13.6% | -14.7% | -9.7% |
| YTD | -7.3% | +12.2% | -19.5% | -15.8% |
| 1Y | -17.6% | -16.3% | -1.4% | -10.9% |
| 3Y | +61.1% | +36.4% | +24.6% | +11.6% |
| 5Y | +87.9% | +95.0% | -7.1% | -3.6% |
| All | +82.2% | +205.4% | -123.2% | -42.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling