-49.8%
USAR vs RACE
+10.6%
-60.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +4.3% | -10.1% | -8.0% |
| 7D | -21.8% | +9.9% | -31.7% | -25.7% |
| 30D | -39.9% | +12.8% | -52.7% | -43.7% |
| 3M | -52.5% | +7.4% | -59.9% | -54.2% |
| 6M | -67.9% | +27.6% | -95.5% | -71.7% |
| YTD | -31.1% | +18.4% | -49.5% | -34.0% |
| 1Y | -49.8% | +9.5% | -59.4% | -45.1% |
| All | -49.8% | +10.6% | -60.4% | -45.1% |
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