-31.1%
URA vs RACE
+10.6%
-41.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.3% | -5.3% | -2.5% |
| 7D | -10.5% | +9.9% | -20.4% | -13.5% |
| 30D | -18.6% | +12.8% | -31.4% | -22.1% |
| 3M | -23.0% | +7.4% | -30.4% | -25.0% |
| 6M | -40.3% | +27.6% | -67.9% | -45.2% |
| YTD | -23.5% | +18.4% | -41.8% | -27.5% |
| 1Y | -31.1% | +9.5% | -40.6% | -33.9% |
| All | -31.1% | +10.6% | -41.7% | -33.9% |
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 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