+35.4%
URA vs RACE
+67.1%
-31.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.7% | +5.5% | +5.9% |
| 7D | +4.3% | +3.9% | +0.4% | +2.5% |
| 30D | -11.7% | +7.4% | -19.2% | -14.5% |
| 3M | -23.5% | +1.6% | -25.1% | -24.2% |
| 6M | -37.8% | +23.3% | -61.1% | -43.5% |
| YTD | -19.6% | +14.7% | -34.3% | -25.2% |
| 1Y | -24.8% | +2.5% | -27.3% | -26.5% |
| 3Y | +47.0% | +28.0% | +19.0% | +15.6% |
| 5Y | +35.4% | +69.8% | -34.5% | -13.2% |
| All | +35.4% | +67.1% | -31.7% | -13.2% |
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 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