-21.2%
USAR vs RACE
+23.0%
-44.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.1% | -2.3% |
| 7D | +8.8% | -4.0% | +12.8% | +8.9% |
| 30D | -28.5% | +3.5% | -32.0% | -28.5% |
| 3M | -56.2% | -0.4% | -55.7% | -56.1% |
| 6M | -68.4% | +23.2% | -91.6% | -68.2% |
| YTD | -32.2% | +11.0% | -43.2% | -32.5% |
| 1Y | -52.3% | -2.2% | -50.1% | -53.8% |
| All | -21.2% | +23.0% | -44.2% | -23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling