+188.9%
PAAS vs RACE
+740.1%
-551.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +2.9% | +1.9% |
| 7D | +8.4% | +5.1% | +3.3% | +6.8% |
| 30D | -7.2% | +7.7% | -14.9% | -9.2% |
| 3M | -14.0% | +2.2% | -16.2% | -14.6% |
| 6M | -26.8% | +23.8% | -50.5% | -31.5% |
| YTD | -19.8% | +13.9% | -33.7% | -23.4% |
| 1Y | +22.8% | +3.8% | +19.1% | +20.5% |
| 3Y | +183.6% | +28.0% | +155.6% | +152.7% |
| 5Y | +73.8% | +64.9% | +8.9% | +39.8% |
| All | +188.9% | +740.1% | -551.2% | +58.8% |
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