+188.6%
URA vs RACE
+670.3%
-481.7%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.3% | -2.9% | -4.4% |
| 7D | -13.3% | +5.7% | -18.9% | -15.2% |
| 30D | -25.9% | +9.3% | -35.2% | -28.5% |
| 3M | -27.8% | +3.8% | -31.6% | -28.9% |
| 6M | -42.8% | +29.8% | -72.6% | -48.7% |
| YTD | -27.5% | +15.6% | -43.1% | -32.3% |
| 1Y | -35.1% | +5.1% | -40.2% | -37.2% |
| 3Y | +31.1% | +30.8% | +0.3% | +10.7% |
| 5Y | +29.8% | +67.4% | -37.7% | -3.5% |
| 10Y | +265.1% | +793.6% | -528.5% | +51.0% |
| All | +188.6% | +670.3% | -481.7% | +10.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling