-0.4%
UL vs RACE
+3.3%
-3.7%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +6.5% |
| 3M | +4.5% | +2.2% | +2.4% | +3.9% |
| 6M | +12.6% | +23.8% | -11.2% | +7.0% |
| YTD | +3.5% | +13.9% | -10.4% | 0.0% |
| 1Y | -0.4% | +3.8% | -4.2% | 0.0% |
| All | -0.4% | +3.3% | -3.7% | 0.0% |
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