+92.5%
USB vs RACE
+30.0%
+62.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.3% | +0.2% | -1.7% |
| 7D | -1.5% | +5.7% | -7.1% | -2.4% |
| 30D | +4.3% | +9.3% | -5.0% | +2.7% |
| 3M | -6.1% | +3.8% | -9.9% | -6.8% |
| 6M | +9.4% | +29.8% | -20.4% | +3.9% |
| YTD | +15.2% | +15.6% | -0.4% | +11.4% |
| 1Y | +32.8% | +5.1% | +27.7% | +30.9% |
| All | +92.5% | +30.0% | +62.4% | +79.5% |
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