+668.5%
PBR vs RACE
+832.2%
-163.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.6% | +1.5% |
| 7D | +4.2% | -2.2% | +6.5% | +5.1% |
| 30D | +22.7% | -0.4% | +23.1% | +22.8% |
| 3M | +21.5% | +17.9% | +3.6% | +12.7% |
| 6M | +24.0% | +19.3% | +4.7% | +13.1% |
| YTD | +88.2% | +11.9% | +76.4% | +74.9% |
| 1Y | +74.8% | -12.7% | +87.5% | +79.6% |
| 3Y | +105.1% | +41.1% | +64.0% | +56.5% |
| 5Y | +572.2% | +94.1% | +478.2% | +303.5% |
| All | +668.5% | +832.2% | -163.7% | +78.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling