-19.0%
USAR vs RACE
+28.4%
-47.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +1.1% |
| 7D | -0.8% | -1.2% | +0.4% | -0.8% |
| 30D | -20.9% | +6.1% | -27.1% | -21.1% |
| 3M | -56.2% | -0.3% | -55.9% | -56.1% |
| 6M | -67.9% | +23.4% | -91.3% | -67.7% |
| YTD | -31.4% | +12.5% | -44.0% | -31.8% |
| 1Y | -45.1% | -0.5% | -44.6% | -46.6% |
| 3Y | -20.3% | +23.6% | -43.9% | -22.5% |
| All | -19.0% | +28.4% | -47.4% | -21.3% |
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