-14.7%
UUUU vs RACE
+26.8%
-41.5%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.8% | -7.0% | -7.7% |
| 7D | -6.9% | +0.2% | -7.1% | -6.9% |
| 30D | -32.3% | +6.6% | -39.0% | -33.0% |
| 3M | -52.8% | +2.2% | -55.0% | -53.0% |
| 6M | -68.5% | +22.4% | -90.9% | -69.3% |
| YTD | -53.6% | +13.8% | -67.4% | -54.6% |
| 1Y | -59.1% | +2.2% | -61.3% | -59.8% |
| 3Y | -14.7% | +25.6% | -40.3% | -25.2% |
| All | -14.7% | +26.8% | -41.5% | -25.2% |
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