+92.7%
USB vs RACE
+752.7%
-660.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.3% | +0.2% | -1.3% |
| 7D | -1.5% | +5.7% | -7.1% | -3.4% |
| 30D | +4.3% | +9.3% | -5.0% | +1.1% |
| 3M | -6.1% | +3.8% | -9.9% | -7.5% |
| 6M | +9.4% | +29.8% | -20.4% | -1.2% |
| YTD | +15.2% | +15.6% | -0.4% | +7.6% |
| 1Y | +32.8% | +5.1% | +27.7% | +28.4% |
| 3Y | +91.3% | +30.8% | +60.5% | +61.9% |
| 5Y | +22.7% | +67.4% | -44.8% | -8.5% |
| All | +92.7% | +752.7% | -660.0% | -5.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling