+27.7%
URA vs RACE
+65.0%
-37.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.5% | +5.9% | +5.0% |
| 7D | -4.1% | +5.1% | -9.2% | -6.2% |
| 30D | -19.0% | +7.7% | -26.7% | -21.6% |
| 3M | -25.1% | +2.2% | -27.3% | -26.0% |
| 6M | -44.5% | +23.8% | -68.2% | -49.7% |
| YTD | -24.3% | +13.9% | -38.2% | -29.4% |
| 1Y | -28.1% | +3.8% | -31.9% | -30.2% |
| 3Y | +40.7% | +28.0% | +12.6% | +10.5% |
| All | +27.7% | +65.0% | -37.3% | -17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling