+1,513.5%
URI vs RACE
+670.3%
+843.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.3% | -4.8% | -5.9% |
| 7D | -12.9% | +5.7% | -18.6% | -15.5% |
| 30D | -3.4% | +9.3% | -12.7% | -8.0% |
| 3M | -10.0% | +3.8% | -13.9% | -12.2% |
| 6M | +12.2% | +29.8% | -17.6% | -4.3% |
| YTD | +29.8% | +15.6% | +14.1% | +16.6% |
| 1Y | +24.6% | +5.1% | +19.5% | +18.0% |
| 3Y | +137.6% | +30.8% | +106.8% | +84.5% |
| 5Y | +176.6% | +67.4% | +109.2% | +80.9% |
| 10Y | +1,402.6% | +793.6% | +608.9% | +280.1% |
| All | +1,513.5% | +670.3% | +843.2% | +274.0% |
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 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