-54.0%
USAR vs RACE
+2.2%
-56.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.8% | -8.8% | -9.2% |
| 7D | -9.1% | +0.2% | -9.3% | -9.2% |
| 30D | -36.9% | +6.6% | -43.6% | -39.0% |
| 3M | -58.4% | +2.2% | -60.6% | -58.8% |
| 6M | -70.6% | +22.4% | -93.0% | -73.3% |
| YTD | -33.4% | +13.8% | -47.2% | -34.8% |
| 1Y | -54.0% | +2.2% | -56.3% | -47.8% |
| All | -54.0% | +2.2% | -56.2% | -47.8% |
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 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