+179.2%
URI vs RACE
+65.0%
+114.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.8% |
| 7D | -9.8% | +5.1% | -14.9% | -11.7% |
| 30D | +1.7% | +7.7% | -5.9% | -1.5% |
| 3M | -9.1% | +2.2% | -11.2% | -10.1% |
| 6M | +9.9% | +23.8% | -13.9% | -1.3% |
| YTD | +31.2% | +13.9% | +17.3% | +21.5% |
| 1Y | +25.9% | +3.8% | +22.2% | +21.9% |
| 3Y | +147.4% | +28.0% | +119.3% | +95.0% |
| All | +179.2% | +65.0% | +114.1% | +78.6% |
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