+24.6%
URI vs RACE
+5.8%
+18.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.3% | -4.8% | -6.7% |
| 7D | -12.9% | +5.7% | -18.6% | -13.7% |
| 30D | -3.4% | +9.3% | -12.7% | -4.8% |
| 3M | -10.0% | +3.8% | -13.9% | -10.5% |
| 6M | +12.2% | +29.8% | -17.6% | +6.2% |
| YTD | +29.8% | +15.6% | +14.1% | +28.7% |
| 1Y | +24.6% | +5.1% | +19.5% | +29.2% |
| All | +24.6% | +5.8% | +18.8% | +29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling