+130.2%
UUUU vs RACE
+92.4%
+37.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.5% |
| 7D | +2.8% | -1.0% | +3.9% | +3.3% |
| 30D | +3.4% | -1.5% | +4.9% | +4.2% |
| 3M | -3.9% | +15.5% | -19.3% | -10.4% |
| 6M | -23.2% | +17.3% | -40.5% | -28.9% |
| YTD | +0.6% | +11.1% | -10.6% | -5.6% |
| 1Y | +22.9% | -14.3% | +37.1% | +29.0% |
| 3Y | +98.6% | +40.2% | +58.5% | +22.1% |
| 5Y | +130.2% | +92.6% | +37.7% | +8.2% |
| All | +130.2% | +92.4% | +37.8% | +8.2% |
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 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