+95.3%
UL vs RACE
+740.1%
-644.8%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -1.0% | -2.2% |
| 7D | +1.1% | +5.1% | -4.0% | 0.0% |
| 30D | +8.2% | +7.7% | +0.5% | +6.4% |
| 3M | +4.5% | +2.2% | +2.4% | +3.9% |
| 6M | +12.6% | +23.8% | -11.2% | +6.9% |
| YTD | +3.5% | +13.9% | -10.4% | -0.2% |
| 1Y | -0.4% | +3.8% | -4.2% | -2.1% |
| 3Y | +36.0% | +28.0% | +8.0% | +23.1% |
| 5Y | +30.9% | +64.9% | -34.0% | +8.6% |
| All | +95.3% | +740.1% | -644.8% | +6.9% |
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 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