+497.8%
UUUU vs RACE
+832.2%
-334.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +1.6% | -7.9% | -7.1% |
| 7D | -5.0% | -2.2% | -2.8% | -4.0% |
| 30D | -7.8% | -0.4% | -7.4% | -7.6% |
| 3M | -0.4% | +17.9% | -18.4% | -8.8% |
| 6M | -32.9% | +19.3% | -52.2% | -38.8% |
| YTD | -6.3% | +11.9% | -18.1% | -13.0% |
| 1Y | +7.9% | -12.7% | +20.6% | +11.5% |
| 3Y | +85.2% | +41.1% | +44.1% | +29.9% |
| 5Y | +97.0% | +94.1% | +2.9% | +12.5% |
| All | +497.8% | +832.2% | -334.4% | +60.7% |
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