+101.3%
USB vs RACE
+826.5%
-725.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.3% | -2.4% | +0.4% |
| 7D | +2.4% | +9.9% | -7.5% | -0.9% |
| 30D | +6.6% | +12.8% | -6.2% | +2.2% |
| 3M | -4.1% | +7.4% | -11.5% | -6.7% |
| 6M | +12.5% | +27.6% | -15.1% | +2.2% |
| YTD | +17.6% | +18.4% | -0.7% | +9.0% |
| 1Y | +36.5% | +9.5% | +27.0% | +30.0% |
| 3Y | +95.4% | +33.9% | +61.5% | +64.1% |
| 5Y | +26.1% | +74.9% | -48.7% | -7.4% |
| 10Y | +101.3% | +814.9% | -713.6% | -6.7% |
| All | +101.3% | +826.5% | -725.2% | -6.7% |
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