+134.1%
PSA vs RACE
+740.2%
-606.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.5% |
| 7D | +0.8% | +0.2% | +0.5% | +0.7% |
| 30D | +15.9% | +6.6% | +9.3% | +14.2% |
| 3M | +4.2% | +2.2% | +2.0% | +3.6% |
| 6M | +10.1% | +22.4% | -12.3% | +4.8% |
| YTD | +33.3% | +13.8% | +19.5% | +28.5% |
| 1Y | +28.2% | +2.2% | +26.0% | +26.5% |
| 3Y | +54.9% | +25.6% | +29.2% | +42.6% |
| 5Y | +28.3% | +71.0% | -42.7% | +8.1% |
| 10Y | +134.1% | +739.1% | -605.0% | +61.6% |
| All | +134.1% | +740.2% | -606.1% | +61.6% |
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