+281.2%
URA vs RACE
+740.1%
-458.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.5% | +5.9% | +5.0% |
| 7D | -4.1% | +5.1% | -9.2% | -6.1% |
| 30D | -19.0% | +7.7% | -26.7% | -21.5% |
| 3M | -25.1% | +2.2% | -27.3% | -25.9% |
| 6M | -44.5% | +23.8% | -68.2% | -49.4% |
| YTD | -24.3% | +13.9% | -38.2% | -29.1% |
| 1Y | -28.1% | +3.8% | -31.9% | -30.1% |
| 3Y | +40.7% | +28.0% | +12.6% | +18.6% |
| 5Y | +35.5% | +64.9% | -29.5% | -0.9% |
| All | +281.2% | +740.1% | -458.9% | +56.5% |
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