+196.2%
PAAS vs RACE
+729.2%
-533.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -1.0% |
| 7D | -8.9% | -1.2% | -7.7% | -8.5% |
| 30D | -11.4% | +6.1% | -17.5% | -13.0% |
| 3M | -20.4% | -0.3% | -20.2% | -20.3% |
| 6M | -40.7% | +23.4% | -64.1% | -44.4% |
| YTD | -26.9% | +12.5% | -39.5% | -29.9% |
| 1Y | -3.1% | -0.5% | -2.6% | -3.7% |
| 3Y | +199.3% | +23.6% | +175.6% | +169.6% |
| 5Y | +48.3% | +65.4% | -17.1% | +19.1% |
| All | +196.2% | +729.2% | -533.0% | +42.5% |
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