+26.1%
USB vs RACE
+75.5%
-49.3%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.3% | -2.4% | +0.7% |
| 7D | +2.4% | +9.9% | -7.5% | -0.3% |
| 30D | +6.6% | +12.8% | -6.2% | +3.1% |
| 3M | -4.1% | +7.4% | -11.5% | -6.2% |
| 6M | +12.5% | +27.6% | -15.1% | +4.2% |
| YTD | +17.6% | +18.4% | -0.7% | +10.8% |
| 1Y | +36.5% | +9.5% | +27.0% | +31.6% |
| 3Y | +95.4% | +33.9% | +61.5% | +66.5% |
| 5Y | +26.1% | +74.9% | -48.7% | -10.7% |
| All | +26.1% | +75.5% | -49.3% | -10.7% |
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 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