+281.3%
URA vs RACE
+741.5%
-460.2%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +2.9% | -3.9% | +6.7% | +4.5% |
| 30D | -10.8% | +6.8% | -17.6% | -13.2% |
| 3M | -25.5% | +1.3% | -26.9% | -26.1% |
| 6M | -41.2% | +26.3% | -67.5% | -46.8% |
| YTD | -21.3% | +13.8% | -35.1% | -26.2% |
| 1Y | -25.7% | -0.5% | -25.3% | -26.5% |
| 3Y | +43.1% | +25.6% | +17.4% | +21.6% |
| 5Y | +35.6% | +67.6% | -32.0% | -1.4% |
| 10Y | +281.3% | +724.7% | -443.4% | +48.2% |
| All | +281.3% | +741.5% | -460.2% | +48.2% |
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